Assurance Keeper

AssuranceKeeper, doing more for your business

Doing more for your clients

With the UK housing market still in turmoil, it is as important as ever to offer a diverse range of services to your clients. We have heard this repeated many times from our MortgageKeeper users.

Enter AssuranceKeeper: A powerful, yet simple tool that allows you to bring insurance quotes to your mortgage clients, within your MortgageKeeper system and benefit from enhanced commission rates.

Assurance Keeper - Doing more for your clients

AssuranceKeeper in brief

  • Easily obtain highly competitive life, life with CIC and PHI quotes for you clients.
  • View quote details and illustrations easily and quickly from within your MortgageKeeper case.
  • Receive quotations automatically based on key details on the MortgageKeeper case.
  • Fine-tune your quotes to exactly match your client’s requirements.
  • Improve your compliance records by retaining quotations and comparison documents.
  • Benefit from our highly competitive commission rates.
  • Apply for policies in just a few clicks, with details pre-populated.

Networks can set up different structures for different AR firms…

MortgageKeeper is a fantastic asset. Having one central information system is so much more efficient than our traditional hard copy files.

Employing eKeeper Group has been profoundly one of our best decisions as a company…

The package is easy to use has shaved hours off the normal time it took to package a case and update the client. I am more than happy to recommend the system

Automatic quoting using system generated quotes

AssuranceKeeper automatically produces quotes and comparisons for:

  • Life cover (both LTA and DTA for a single or joint application).
  • Life with CIC cover (both LTA and DTA for a single or joint application).
  • PHI cover for each applicant.

These quotations are then held together on the case for easy review and fine-tuning.

The flexibility to ‘Fine-tune’ quoting

Our powerful ‘Adviser Quotes’ gives you the freedom to adjust quoting requirements so you can fine-tune the sum assured, the term or any of the many other parameters.

These ad-hoc quotes mean you can explore different scenarios quickly and easily allowing you to give your client all the options they need.

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