Placing business couldn’t be easier with these specialist channels available through SimplyBiz
SimplyBiz will ensure placing business is simple and streamlined for you, we’ve developed a range of channels, most of which you can access online to place business, whilst ensuring you have access to some of the very best rates of commission in the market. Our extensive range of channels will ensure you have it covered from fund selection to placing mortgage business as well as ensuring you’re not missing out on the market leading rates available to SimplyBiz Member Firms.
SimplyBiz offers you the opportunity to receive enhanced commission rates form six market leading protection Providers. The premiums obtained by SimplyBiz will be exactly the same for your clients as any equivalent policy obtained elsewhere; but you gain the benefit of enhanced commission rates and a free online business quotation and submission portal.
In order to ensure you receive access to the very best rates of commission that have been negotiated for you as a SimplyBiz Member, we regularly liaise with leading providers across the market to ensure that you're not missing out on your entitlement – even if you're placing business without our knowledge we make it our business to ensure you get the great rates of commission you're entitled to as a SimplyBiz Member.
Advising your clients on Annuities isn't always a profitable exercise for your firm but it's important to be able to offer your clients a complete service. SimplyBiz have developed an annuity finder service that not only ensures you can service your client's requirements, but you also earn commission. What's more there's no liability to you for the annuity advice provided – a profitable exercise all round.
Verbatim, the end to end compliant investment process offered by SimplyBiz offers truly whole of market fund choice plus a specifically designed selection of asset funds for advisers to use in conjunction with the compliant investment process. Here you will have access to an extensive selection of funds available in the market, in addition, you will also benefit from access to specifically designed risk-rated model portfolios, and the risk-rated multi-manager IM Verbatim Funds.
The IM Verbatim Funds are actively managed by some of the most respected names from the top investment houses in the UK. The Authorised Corporate Director (ACD) is IFDS Managers Limited, a wholly owned subsidiary of the IFDS Group, which is the largest fund administrator to the UK fund industry.
Should you wish to select your own funds, the Verbatim compliant investment process is unrestricted in terms of its output, and offers you complete flexibility as you are free to select from the whole of the market. The risk rating and asset allocation model generated by the Risk Profiling software are independent of one another.
The SimplyBiz Mortgage Club offers you exclusive rates from providers as well as some great rates on procuration fees. Our online Best Buy table gives you a comprehensive live overview of what products are available on the market from all the leading providers. The SimplyBiz General Insurance club gives you the opportunity to utilise an extensive panel of providers who offer a full range of products from House and Home insurance and Mortgage Protection to Commercial Risks. Placing business is easy – we'll set up agencies for you ensuring your commissions are paid promptly and directly to you.
As a Member of SimplyBiz you'll benefit from significant discounts on Intelligent Office's client management and workflow system. This web based, front and back-office technology solution will assist you in placing business with over twenty providers of your choice, you could make significant time savings all through one simple and easy to use system, discounted to SimplyBiz Member Firms.
Simply Legal and Associates is a great initiative that will not only enhance the service you provide to clients but will also present you with a new revenue stream. This specialist venture run in conjunction with APS Legal & Associates Ltd aids SimplyBiz Member Firms in providing clients with estate planning advice and will writing. Your client will be visited by a consultant who will take their instructions. Alternatively, let us train you to become a qualified estate planning consultant (additional fee is charged). You will receive an industry recognised qualification and receive the help and support of the experts.