In light of the current situation that advisers face, we are delighted to offer PRIMIS members (who are new to the service) a completely free first month on their first subscription.
Adviser Service Subscription
12 Month Single Adviser Standard Plan subscription (max 80 credits)
- paid by monthly Direct Debit
Only 11 Monthly payments of £39.60 incl. VAT - GET THE FIRST MONTH FREE!*
*This offer is only available to new customers. Subscription is for a 12 month period, paid for by monthly direct debit only, with the first monthly payment waived. Credits are released on a monthly basis, therefore 7 credits will be released each month on the date the subscription commenced. If cancelled within the first 30 days then no cancellation fee will be charged however after this point a 3 month cancellation fee applies.
Click here to see the terms and conditions of the online service.
How do credits work?
All subscriptions are duration based, for either a 3 month period or 12 month period. Credit usage is essentially a maximum usage limit, so at the end of the subscription period any remaining credits will expire.
On entering the client’s age, gender and name, one credit will be used. Once entered, there is no limit on the amount of research and/or reports you may do for that client for up to a year or until the subscription period expires. If you reach your maximum limit before the subscription period ends, it’s easy to upgrade your usage to a higher level.
More than one adviser?
If you decide to take up the offer, but then want to provide access for more of your colleagues, we can provide an upgrade to a multi-adviser plan at any stage. If you would like to take up a Multi-Adviser plan now, click here to see what plans are available for you.
This offer on the 12 Month Standard Plan is available for a limited time, to new users. The 12 Month Standard Plan costs £39.60 a month but for this offer the first monthly payment will not be charged. Therefore the total cost for the 12 months is discounted from £475.20 to £435.60.
What does CIExpert do?
CIExpert is an extremely powerful independent research tool that will help you compare existing critical illness policies your client may have to current critical illness policies.
It will show you and your client what they potentially gain by replacing their critical illness policy but also (and even more importantly) what they might lose.
CIExpert will show you all the definitions and compare each one in detail.
Click here to see an example of a CIExpert report.
So what do you get?
The 12 Month Standard Plan has a max of 80 credits. One credit essentially equates to one client. You can do as many reports as you like for each client during the 12 month period.
As you are paying monthly, the credits are dripped out monthly too, with 7 credits per month. Therefore in your free first month you will receive 7 credits.
So in your first free month you could review 7 existing critical illness policies. This could potentially generate £1000’s in additional income if it was the right advice to replace with a new policy.
Got any questions? Phone us on 0203 771 4607.
So what do your colleagues think of CIExpert?
“I have found difficulty trying to compare new CIC policies with old ones, however it’s difference when using the CIExpert website which is brilliant. I have clients with old CIC policies and now the knowledge and confidence to go back to them to consider re-broking.”
“I have found CIExpert an essential sales tool when demonstrating to clients the pro’s and con’s of changing an existing policy, I don’t see how you can re-broke CIC without it.”
The Mortgage Store Ltd