x
 
click to place your logo here
INDUSTRY NEWS
New Ireland Markets Update CPD Webinar - Diverging pathways
Wednesday 24 April 2024, 9.30am - 10am (CPD will apply) -> Click to Register
Royal London Ireland's ValueShare awarded for second year in a row
Eligible PRB and ARF customers receiving a 13bps boost to their policy values!
Aviva Taylor Swift Eras Tour. Customer Competition.
Secure a Term, Mortgage, or Income Protection policy by June 7 for a chance to win Taylor Swift tickets at Aviva Stadium. Eligibility requires policy issuance between April 5 and June 7.
Royal London Multi-Asset Quarterly Update webinar
Join Our Webinar on April 25th at 11 AM: Explore Royal London's Multi-Asset Fund Strategies with Expert Insights on Performance & Market Trends
Latest Irish Life Investment Managers Performance Pulse
March 2024 in review is covered in the latest issue of ILIM's monthly Performance Pulse
Two Months Cashback on new Zurich Income Protection policies - Available now
From 10 April until 31 May 2024, Zurich are offering a refund of two months premium on all new individual Income Protection policies. T&C's apply - Click here for more information
ECB Signals Potential Rate Cut in June Amid Inflation Control Efforts
With inflation easing and economic recovery on the horizon, the European Central Bank hints at a summer rate reduction to alleviate pressures on Irish households and businesses.
Zurich presents Protection Coaching with Matthew Chapman
Zurich will host a 4-part CPD webinar series with Matthew Chapman a.k.a. the Protection Coach commencing 23 April - to register or for more details, click here.
New Ireland's Q1 2024 Market Review & Outlook video - A record breaking quarter
In the latest market update video, Kevin Quinn, identifies the key factors that drove Q1 2024 returns for investors
Aviva MAFs Bitesize
Commodities such as gold and silver, are shining. In this week's Bitesize, we discuss the three key investment themes which drove market returns in the month of March.
The BIS Platform | Tip of the Month
April's tip introduces a new feature to The BIS Platform - AML Status / Tracking. Click here to find out how to log a client's AML Status and pull reports to identify where a client's AML my be out of date.
Insurance Broker Forum
Navigate the Future: 2024 Insurance Broker Forum Focuses on Evolving Insurance Landscape and Digitalisation, June 6, Dublin. Secure Your Spot!
7 Lessons on the Benefits of Long-Term Investing
Download Aviva's guide to the benefits of long-term investing and share with your clients.
Clockwise: Are markets entering a 'Goldilocks' phase?
US equity markets dipped last week after a mixed jobs report. Hiroki Hashimoto of Royal London Asset Mgmt ponders: Is lacklustre growth a bit like 'Goldilocks'? In ClockWise blog
Aviva Mortgage Protection
All our Mortgage Protection policies come with Aviva Care at no extra cost. This gives your clients and their families access to a Digital GP from the comfort of their home
Zurich Protection Special Offers - NEW offers available until 30 June
Details include new and improved discounts on Term and Mortgage Protection along with extensions to existing offers on IP, Pension Term and WOL....Click here
The BIS Platform - Tip of the Week #6
This week's tip is on how to use The BIS Platform to identify, track and manage your (and your team's) pipeline to achieve more successful outcomes.
The Importance of Communication
Click here to view our latest ezine
The BIS Platform - CP 116 Solution - Available Now
Click for further details
CP 116 - Commission Summary - The BIS Platform
Click here for details of BIS' proposed solution to the requirement arising from CP 116
New Ireland partner with BIS to launch Broker Connectivity
Broker Connectivity is a digital solution that will allow users of the BIS Platform to pre-populate New Ireland online application forms, for new and existing business, using your client data already held on the BIS Platform.
System Dashboard
Quick Search
Customer Name :
Policy Number :
Mobile / Email :
Workflow
Tasks  
Compliance  
Pipeline  
Maturities  
Investment Research
Pensions
Funds
Risk Tolerance
Client Meeting
Fact Find
Proposal Forms
Attitude to Risk
TOB
Protection Quotes
Term Assurance
Income Protection
Pensions Term
New Business
 
 
   
 
   
 
   
 
   
 
 
Dec Jan Feb Mar Apr
Advertisement