Our technology provides everything a protection advisor needs to both run their business and deliver exceptional advice to their clients – from finding the right protection product to CRM, application submission, and a comprehensive digital marketing platform.
FINPLAN Protect is our practice management and CRM solution for insurance advisers, providing a comprehensive platform for the provision of protection advice.
What does FINPLAN PROTECT do?
Key Benefits
COMMUNICATE is a digital marketing platform that helps advice businesses drive inbound leads, as well as manage outbound communication to both existing customers and prospects, across multiple communication channels.
What does COMMUNICATE do?
Key Benefits
* UNDER DEVELOPMENT – COMING SOON!
CONNECT is a next generation digital relationship management platform that will transform ongoing engagement and interaction between advisers and their clients.
What does CONNECT do?
Key Benefits
Get in touch
Twenty7tec
7th Floor, Avalon,
Oxford Road, Bournemouth,
Dorset BH8 8EZ