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Assureweb and Toolbox Integration – Free and Unique!

Why Assureweb

Personal Touch has chosen to integrate with Assureweb, a leading online trading platform, to generate quotes directly from the protection fact find with toolbox.

The Toolbox/Assureweb integration has the unique additional facility of being able to generate ‘flexi quotes’ generating up to 9 different styles of quotes in one go to look at different options for your clients needs. Flexi quotes can be used as an opportunity for selling more protection. The system also now offers a link to Income Protection and as your passwords are stored in Toolbox there is no need to re key these registration details.

Key Benefits of Using Assureweb via Toolbox

  • Free account automatically set up and ready to go (no need for usernames and passwords)
  • Standard comparison and flexi quotes
  • Comprehensive client reports and client friendly illustrative graphs
  • Direct links to provide extranets or eForms for submitting business electronically
  • Free Training and Support from dedicated eBusiness consultants.

Click Here for the Toolbox/Assureweb user guide

Assureweb also available directly from www.assureweb.co.uk
 

Key Benefits of using the main Assureweb system

  • Over 150 products including annuities and PMI are available from over 35 market leading providers in seconds, all at the click of a mouse. 
  • Fully tailored quotes, which mean you don’t have to contact providers direct to quote for complex products or obtain multi-benefit quotes. 
  • Simple end to end processing, straight from quote through to electronic submission of new business. 
  • Assureweb is one of the few software companies that provide FREE training in a variety of ways to suit your business needs.

For more information on using Assureweb through Toolbox contact the Assureweb eBusiness team on 0845 408 2804 to speak your dedicated consultant.
Alternatively click on the map below and contact your consultant directly.

Click here for map

click here to link to Assureweb Business Club

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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. All calls to and from Personal Touch Financial Services Limited are recorded for training and monitoring purposes. This website is for intermediary use only and is not intended for the general public.