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
"360 Lifecycle perfectly complements Alexander Hall’s commitment to high calibre advisers providing suitable advice, supported by great technology. The 360 Lifecycle team also share our passion for growth and we look forward to bringing the ideas on our roadmap to fruition."
"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."
"We are pleased to sign a new agreement with 360 Lifecycle to ensure continuity for our mortgage adviser team. We have utilised the new features introduced to the business to make our mortgage journey as seamless as possible."
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We love our client’s inspiring stories
"360 Lifecycle perfectly complements Alexander Hall’s commitment to high calibre advisers providing suitable advice, supported by great technology. The 360 Lifecycle team also share our passion for growth and we look forward to bringing the ideas on our roadmap to fruition."
"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."
"We are pleased to sign a new agreement with 360 Lifecycle to ensure continuity for our mortgage adviser team. We have utilised the new features introduced to the business to make our mortgage journey as seamless as possible."
Previous
Next
We love our client’s inspiring stories
"360 Lifecycle perfectly complements Alexander Hall’s commitment to high calibre advisers providing suitable advice, supported by great technology. The 360 Lifecycle team also share our passion for growth and we look forward to bringing the ideas on our roadmap to fruition."
"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."
"We are pleased to sign a new agreement with 360 Lifecycle to ensure continuity for our mortgage adviser team. We have utilised the new features introduced to the business to make our mortgage journey as seamless as possible."
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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?
360 Lifecycle utilises Microsoft’s Cloud Based Platform, Azure. Microsoft has an obligation to protect 360’s data, security and privacy. Therefore, keeping your data safe. Data is not restricted by the size of your computer and can be accessed by you from 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, a market leader for protection and general insurance solutions.
