360 Lifecycle Features

Lead Management

Make managing leads easy, with our Hotbox you can record when and how you last communicated with clients keeping you up to date with your active pipeline to efficiently write more business.

Client Portal

Our portal allows advisers and clients to interact securely. It has proven popular with both advisers and clients for exchanging documents and requests, with over 125,000 users.

FactFind

A full end to end client facing FactFind solution for advisers to send to their clients securely, making the process of gathering client information easy. Since 2010 there has been over 8 million logins.

Task Management

Our automated workflow seamlessly allows administrators to progress sales from written to completion. 360 Lifecycle was used to process £178 billion of completed business since 2010.

MI and Reporting

Provides an in-depth view of the business. It facilitates reports on policies, providers and generated income which can then be exported as spreadsheets for auditing and records.

Accounts

Using our configurable Accounts tool businesses can reconcile their payments to show the true ‘banked’ amount, the system can also calculate pay statements for advisers so Excel spreadsheets can be a thing of the past.

AWARD WINNING

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