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AVAILABLE NOW*
Prospector AAA Version 8.0 is our most comprehensive mortgage and insurance advice platform to date. Designed to help you bring insurance considerations into the mortgage advice process early, it should deliver higher ancillary product revenues and help you provide clients with much more than just mortgage advice. NEW Cost Planner
The cost planner is a brand-new budgeting tool. It displays the total monthly cost of the mortgage and associated products (eg General Insurance) so you can demonstrate to the client the real cost of the mortgage and help them make the right decision. NEW Automatic Life Insurance Quotes
As you enter client details into Prospector AAA V8 they will be automatically fed into a Life Insurance quotation system (provided by Norwich Union).
A quote is automatically displayed on-screen** to give the client an indication of the cost of life insurance right at the start of the advice process. These quotes are even generated for existing clients - all you need to do is open the existing file and a quote appears instantly on-screen. NEW Insurance Selection Screen
It's now easier to select an appropriate insurance provider because each is segmented according to whether they provide MPPI, Life or B&C cover. This should make it quicker and easier to get quotations and write policies. NEW Edit Client Screen
The Edit Client interface has been streamlined for simplicity and now separates client and case information. It is possible to self-certify the income of each applicant and the outgoings information is automatically fed into the Fact Find. Limited Edition Online Training
We're running a series of online training courses specifically for Version 8. click here to register. Demonstration Videos The videos below will walk you through the new functionality. Shockwave Flash is required.
*V8 may not be available on certain Network/Club versions of Prospector AAA. Check with your Network representative for details.
**this quote is based on a series of assumptions.
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New to Trigold? All our IFA/Advisor products and tools are explained in the 2008 Product Guide. 