MortgageStream has unveiled a new point of sale and back office system for life and general insurance brokers.
The new BrokerStream system includes full integration with Assureweb and L&G GIology for quotations and applying online.
The software system has been designed specifically for adviser firms that specialise in giving advice on life and general insurance and includes dedicated Fact Finds for each separate business type as well as a combined Fact Find for when multiple product types are required.
Advisers can record details of all existing polices including life, critical illness, income protection, pensions, investment, savings and any other existing policy type and quoting on new policies with workflow, commission tracking, document generation and management, letter and e-mailshots, with full management information and compliance reporting available across all policy types.
Paul Holden , sales director at MortgageStream, said: “Over the last few years many brokers have expanded into new areas giving advice on a range of life
