360 Lifecycle
Lead management for financial advisers
Make managing leads easy, with our hotbox you can record when and how you last communicated with your clients keeping you up to date with your active pipeline.
Why use 360 Lifecycle’s hotbox to manage leads?
Use 360 Lifecycle’s hotbox to manage all leads and opportunities, allowing you to schedule events for your convenience within our diary system. This creates seamless and easily accessible sales.
Automatic reminders and opportunities can be generated towards the end of clawback periods and product review dates to allow advisers to efficiently keep track of clients’ business.
How our hotbox helps to create leads
Our hotbox allows advisers to manage their lead pipeline like a ‘to-do’ list, ‘call to action’ or ‘reminder list’. Client events, such as reviews or product renewals, are automatically added to your Hotbox so you can clearly see what actions you need to take in the near future.
Beyond that, our Hotbox allows the adviser to postpone, amend, refer or transfer opportunities.
Award winning CRM system
We love our client’s inspiring stories
"When you talk about 360 in line with Twenty7Tec, Uinsure and iPipeline all the systems are in one place, this really helps. 360 has also helped us with recruitment and it’s one of those things we don’t have to worry about now – it’s great!"
"The experience over the past year has demonstrated the value a mortgage and insurance CRM delivers to today’s modern adviser. It is essential advisers have a comprehensive data capturing tool which integrates with sourcing and criteria engines. It is important advisers can access their data, identify opportunities to meet needs, and stay in touch with customers. 360 Lifecycle provides this platform giving HL Partnership Adviser Firms the ability to create a loyal engaged client base, a great customer experience through accurate sourcing, and real efficiencies in their business as comprehensive integrations allow the easy movement of data. 360 Lifecycle is a platform that has the modern day HLP advisers at its core."
"As a firm we are advocates of 360 Lifecycle and embrace its features to help support our business partners. Built by intermediaries for intermediaries it knows exactly what is required to run a successful financial services business. From MI to marketing, it exposes the opportunities at our finger-tips and gives us the tools to maximise an opportunity."
"As co-owner of a DA mortgage firm, I highly recommend 360 Lifecycle for its exceptional efficiency and usability. The Hotbox manages leads, enhancing our business pipeline and their innovative FactFind streamlines client information. The task management system efficiently helps with the mortgage workflow and the MI/Reporting tools offer invaluable business insights. 360 is a great asset to my brokerage."
We love our client’s inspiring stories
"When you talk about 360 in line with Twenty7Tec, Uinsure and iPipeline all the systems are in one place, this really helps. 360 has also helped us with recruitment and it’s one of those things we don’t have to worry about now – it’s great!"
"The experience over the past year has demonstrated the value a mortgage and insurance CRM delivers to today’s modern adviser. It is essential advisers have a comprehensive data capturing tool which integrates with sourcing and criteria engines. It is important advisers can access their data, identify opportunities to meet needs, and stay in touch with customers. 360 Lifecycle provides this platform giving HL Partnership Adviser Firms the ability to create a loyal engaged client base, a great customer experience through accurate sourcing, and real efficiencies in their business as comprehensive integrations allow the easy movement of data. 360 Lifecycle is a platform that has the modern day HLP advisers at its core."
"As a firm we are advocates of 360 Lifecycle and embrace its features to help support our business partners. Built by intermediaries for intermediaries it knows exactly what is required to run a successful financial services business. From MI to marketing, it exposes the opportunities at our finger-tips and gives us the tools to maximise an opportunity."
"As co-owner of a DA mortgage firm, I highly recommend 360 Lifecycle for its exceptional efficiency and usability. The Hotbox manages leads, enhancing our business pipeline and their innovative FactFind streamlines client information. The task management system efficiently helps with the mortgage workflow and the MI/Reporting tools offer invaluable business insights. 360 is a great asset to my brokerage."
We love our client’s inspiring stories
"When you talk about 360 in line with Twenty7Tec, Uinsure and iPipeline all the systems are in one place, this really helps. 360 has also helped us with recruitment and it’s one of those things we don’t have to worry about now – it’s great!"
"360 Lifecycle demonstrates the value a CRM delivers to advisers. It is essential to have a comprehensive data capturing tool which integrates with sourcing and criteria engines. It is important advisers can access their data, identify opportunities to meet needs, and stay in touch with customers. 360 Lifecycle provides this giving HL Partnership Adviser Firms the ability to create an engaged client base, a great customer experience through accurate sourcing, and real efficiencies in their business."
"As a firm we are advocates of 360 Lifecycle and embrace its features to help support our business partners. Built by intermediaries for intermediaries it knows exactly what is required to run a successful financial services business. From MI to marketing, it exposes the opportunities at our finger-tips and gives us the tools to maximise an opportunity."
"As co-owner of a DA mortgage firm, I highly recommend 360 Lifecycle for its exceptional efficiency and usability. The Hotbox manages leads, enhancing our business pipeline and their innovative FactFind streamlines client information. The task management system efficiently helps with the mortgage workflow and the MI/Reporting tools offer invaluable business insights. 360 is a great asset to my brokerage."
Frequently asked questions
Who can use 360 Lifecycle?
The system is available for financial advice firms of any size, large or small. It can be used by support and admin staff, principle, sales managers, call centres and introducers.
Is my data secure?
On top of providing access controls allowing you to tailor data access to roles, 360 Lifecycle also utilises Microsoft’s cloud based platform Azure, which is a market leader in data security. As well as ensuring data is secured to the highest standard, it allows you to access your data anywhere in the world.
What support do you offer?
We offer initial training, manuals and videos alongside ongoing technical support. Our Support Team are just a call or email away and are available Monday to Friday from 9am until 5:30pm.
Do you have integrated sourcing?
We integrate with market leading mortgage sourcing platforms, as well as protection and general insurance solutions.
