Email: info@brokerinformationservices.ie

Website: https://www.bis-platform.com

 

September Tip of the Month - Detailed Product Comparison

 

Welcome to our September Tip of the Month at BIS. This month we are focusing on an existing area on The BIS Platform which is the Detailed Product Comparison section.

Did you know, under the Protection menu on The BIS Platform, you can find the Detailed Product Comparison section, where you can take an in-depth look at the features and benefits behind each protection product in the chosen category, all available through your existing BIS subscription.


The product categories covered are as follows:

  • Term Assurance
  • Serious Illness
  • Mortgage Protection
  • Pension Term (Personal & Executive)
  • Income Protection (Personal & Executive)
  • Guaranteed Whole Of Life


Not only does this allow you to research the protection market in greater detail (other than price), it also provides evidence on file that you are providing the best advice to your clients by generating Detailed Research Reports and saving them to Clients profiles.

In the Detailed Product Comparison section you can:



  • View all product features and benefits displayed on one screen
  • Filter data by provider, categories and/or features
  • Hover over each entry for the definition or detail for each feature
  • Link directly to the relevant quote pages on The BIS Platform
  • Generate Detailed Research Reports and save to Clients profiles

If you would like to find out more about the Detailed Product Comparison section on The BIS Platform, you can contact the office on 01 496 0006 or email us at info@brokerinformationservices.ie.

Also, A reminder that our New Dashboard which was released earlier this year is still available to be activated. Please click here for a preview of the New BIS Dashboard and if you would like to activate this for your firm email us at info@brokerinformationservices.ie.


If you are not currently using BIS and you would like to find out more, please do not hesitate to get in contact with us on 01 496 0006 or email us at info@brokerinformationservices.ie.


Our October tip will be coming shortly with some more great information on The BIS Platform. We will also be launching some new functionality on the system, so keep your eyes peeled.

Previous Tips for The BIS Platform

Assigning Handlers

CP116 Link for your website

PEPs Screening

Policy Alterations

Action / Task Types for Tasks

Adding Deals to Sales Pipeline

Save Tasks to Outlook

Client Data Bulk Upload

Letter / Report Templates

Email Merge / Client Newsletters

Sales Pipeline

Scanned Documents Uploader

Client AML Status

New Dashboard Release

Add Commissions to Sales Pipeline Deal

Client Newsletter