Quotes & Research
Carrying out thorough and accurate research of the market is an essential part of being a Financial Broker. Best Advice and AdviserPlus have been the gold standard in this field for over 10 years for ease of use, accuracy and completeness of information. As part of our commitment to our users at the point of our merger we undertook to maintain the 2 brands as separate services and this commitment continues into the future. We enable Financial Brokers to compare life insurance, mortgage, investment, pensions and health insurance markets and to obtain customer specific quotations and research reports.
Each section is updated daily and quotations are returned accurately in seconds. A compliance record of the reports are saved in the system so that any report can be accessed remotely, enabling users to view and retrieve documentation from any location.
Range of Services
- Protection - A full range of Life, Serious Illness, Income Protection, Pension Term, and Unit Linked Comparative Quotes plus Business Assurance reports, Health Insurance comparison and Reason Why templates.
- Pensions – Product Fact Sheets and Comparative Quotes covering Executive, AVC and Self Employed Pensions across the full range of commission options together with Pensions Calculators, Annuity Quotes and Reason Why templates.
- Investments -Product Fact Sheets and a full Comparative study of products covering Unit Linked Bonds, With Profit Bonds, Tracker Bonds, Deposit Products, Guaranteed Bonds and Regular Savings again with Reasons Why templates.
- Funds - Our Fund Advice section provides Fund Fact Sheets and comparative Fund Performance details based on a feed of Fund Price information from the leading supplier of information in this area – Financial Express.
- Mortgages - Our Mortgage area provides a complete study of all the mortgage options available together with Tax, Stamp Duty and Refinance calculators, pending rate change alerts and Reason Why templates.
- Document Store - Our Document Store is the most complete point of access for Financial Brokers to source key documentation in the Irish Market.
“We have used Best Advice since 2007 for quotes and research. Dealing with Best Advice was for us always about a lot more than just quotations and research, we simply like the way they do business. Their approach to relationship management and willingness to listen to our suggestions has been exemplary.
We are a technology orientated business and are delighted at Best Advice’s commitment to improving their technology offerings. Having used other CRM systems in the past we currently use OmniBroker. The system's simplicity and range of life office feeds is in a different to league to anything else available in the market. The recent enhancements with the launch of OmniBroker Plus are superb. We believe that we will be able to implement these enhancements to improve our client experience deepening relationships whilst at the same time improving our internal efficiency. We are currently implementing the new “Client Portal” product on our site; again we believe this will add dramatically to our ability to service clients.
It’s my long held belief that if you are serious about growing your business you must be serious about technology. That’s a lofty aspiration for most small business however, by implementing a range of the solutions provided by Broker Information Services you can remain at the cutting edge.”