Market Comment 11th Jan 2010 PDF Print E-mail
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Written by TrigoldCrystal Marketing Manager   
Monday, 11 January 2010 00:00
We hope you’ll forgive a bit of self-promotion this week and read about our new roadshows. These will be going all around the country throughout the year as part of a training program that we are increasingly proud of. Currently, we have our roadshows which cover our latest software developments as well as guest speakers from a number of partners, we will have Prospector-specific training offered at our London office available shortly, online training for beginners, intermediate and advanced Prospector users as well as sessions on CRM and Equity Release. Last but not least our support centre with videos, guides and knowledge base for all of Prospector, CRM, and Equity Release products.

2010 Roadshows
In the agenda this year we have Debt and General Insurance modules as well as plenty of advice on sourcing and CRM. In the second quarter this year we will also be adding a new module on Equity Release. These will be hosted by LV=, Hodge Lifetime, and Just Retirement to explain the opportunities and potential of this market and how to begin trading in this lucrative area. A presentation will follow of our new Equity Release sourcing system which is a great step forward in the research and sourcing of these products.

Side note: We have rolled the Equity Release sourcing system out to our directly subscribed clients and those of PMS, Point One, and Threesixty. Over the next quarter we will be releasing 2 further enhancements to the system including a referral link so you can still be the first point of contact for your clients interested in Equity Release even if you don’t yet have permissions to sell. Following these enhancements we will see the system released to many more networks, so if you do not have access to the system yet, hopefully you soon will.
Last Updated on Monday, 08 February 2010 14:45