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MyCRM brings the best in modern client management to the financial services industry. And all parts of MyCRM are integrated - so whether it's generating a report, quoting, or completing an application, you'll only ever need to enter client data once!
Suggest appropriate levels of cover, record your advice, generate clear reports for your client - all in one simple, smart system. And from InsuranceProfiler launch QuoteMonster and quote the market with a single click.
Launch QuoteMonster, the market's most powerful quoting software, straight from a client file, or at the end of an insurance report. Plus access an in-depth client report, and move straight into an online application.
Move straight from a quote into an integrated online application, saved automatically to your client file. And if you're also in the mortgage space, rest assured - we've got an online application for that too (which cuts the average time taken to complete a loan application by a third!)
Qualify a loan in seconds and knock the socks off your clients! From an immediate initial qualification, to LMI/LEP comparisons, to LVR and serviceability checks, and much more. And like other MyCRM tools, record everything in a clear, attractive client report.
Send professional, targeted communication to your clients, with less fuss and more style than ever before. Easy newsletters? Ultra-effective, targeted marketing communications? Advanced filtering and client segmentation? Yes, yes and yes!
Whether you're managing just yourself or have a team to run, you'll love our workflow system. Manage insurance reviews with ease, keep track of prospects, and ditch the post-it notes for good!
With the help of regulation experts IDS, we've developed a range of ready-to-use templates and tools. Disclosure, Scope of Service, Complaints Register, Education Register, and more - all free to use. If it involves best practice, you'll find it in MyCRM.
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Thank you for visiting Allied Kiwi. We look forward to your enquiry and will be in contact as quickly as possible.
(0508) 87 87 88
(0508) 87 87 89
22 Kings Crescent
PO Box 31 519
Lower Hutt 5040
312 Manukau Road
112 Eglinton Road
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