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Technology

Introduction
We pride ourselves in offering the latest Technology solutions and services to our members. To aid and develop their sales processes, products sourcing and day-to-day running of their business.
- Full database functionality
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- Tracking and reporting options
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- Supervisory and sales quality functionality
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- Contact Management Systems
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- Pre-population to all sectors
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- Integrates with sourcing systems
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- Comprehensive accounting package
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FREE TO APPOINTED REPRESENTATIVES OF PTFS!
Integration
Click on the links below to view information about the product
Toolbox Demonstration
For further information about Toolbox please contact us 0121 767 1000
Toolbox's Awards

Coming Soon to Toolbox...
The Toolbox developments will roll out at an ever quickening pace during 2008. We will continue to add further exciting features, designed to increase the efficiency of the sales process, reduce inputting time and ensuring sales are completed in a compliant manner.
- Integration of the PTFS PMI quotation system
- Addition of ASU products to Toolbox
- Addition of Commercial Insurance products to Toolbox
- Integration with Lead Generation websites
Have you got a Question?
If you are experiencing difficulties or you just need some advice we are more than happy to help, please contact us on 0121 767 1000. |
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