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Technology
 

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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
  • Client Mail Merge
  • Easy to use navigation
  • Internet prospect tools
  • Unique reporting System
  • Tracking and reporting options
  • Supervisory and sales quality functionality
  • Contact Management Systems
  • Pre-population to all sectors
  • Integrates with sourcing systems
  • Comprehensive accounting package
  • Use worldwide

FREE TO APPOINTED REPRESENTATIVES OF PTFS!
 

Integration

Click on the links below to view information about the product      

Protection Mortgages B&C, ASU
Assureweb Mortgage:Brain B&C Quote Engine
Webline MTE ASU Quote Engine
Friends Provident Case Tracking Trigold Crystal  
L&G Early Warning System Abbey AIP  
  BM Solutions AIP  
  Halifax  


Toolbox Demonstration
 
For further information about Toolbox please contact us 0121 767 1000
  

Toolbox's Awards
 

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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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Personal Touch Financial Services Ltd is authorised and regulated by the Financial Services Authority. Registered in England & Wales No.3406454. Trinity 3, Trinity Park, Solihull, Birmingham, B37 7ES. This website is for intermediary use only and is not intended for the general public.