See what Broker Portal can do for you.
View our Broker Portal video here.
LOG INTO BROKER PORTAL
Not registered? Please speak to your Account Manager or contact New Ireland at niaportal@newireland.ie.
What Broker Portal can do today
We're delighted that all of our Individual New Business application journeys can be fully completed via Broker Portal. This offers you the ability to submit business, including all requirements to New Ireland in a secure manner. This makes it easier and faster for you to transact your new business.
In addition to submitting new business applications, you can now manage your existing New Ireland client policies via Broker Portal. You can Top Up existing policies or arrange a fund switch via Broker Portal for direct processing, speeding up the turnaround times for your clients.
All of your new business and existing business transactions can be managed via our interactive 2 way pipeline.
PERSONAL PENSIONS
Personal Pension New Business Personal Pension Top-Ups
EXECUTIVE PENSIONS
Executive Pension New Business Executive Pension Top-Ups
PRSAs
Individual Employer PRSA New Business
Individual & AVC PRSAs New Business
All PRSA SP & Transfer Values
SAVINGS AND INVESTMENTS
Smart Funds & Future Save
Easy Access Smart Funds
Easy Access Future Save
PRBs
PROTECTION
Life Choice You & Family
Life Choice Home
Life Choice Assets
ARFs
INTERACTIVE PIPELINE:
The two-way new business and existing business Interactive Pipeline allows you to upload any missing information needed to progress cases to issue. You can use the free text boxes and upload facility for immediate responses, as well as commission confirmation, ID & V upload. No encryption is required, which means a much smoother & faster all round experience.
FUND SWITCHING:
You can now transact fund switches for the majority of New Ireland policies via Broker Portal. Switches can be verified by the client by digital signature and are processed straight though. We issue a confirmation text message sent to your client when the fund switch is completed, usually within 48 hours. Written confirmation is available for you to download from Broker Portal.
YOUR CRM LINKS TO OUR BROKER PORTAL:
Broker Portal is simple and easy to use as it links directly with most Brokers CRM systems - [CRM providers, BIS, Money Advice and Wealth Track], so it allows you to start the client journey in a familiar way, through your own CRM system and allows you to submit New Business straight to New Ireland with a single sign on.
COMMISSION VIEW:
Commission statements are easily accessible and downloaded under our Commissions tab.
REPORTS:
Your full pipeline report will now be available in the portal. The report will allow you to filter to find the information you are looking for and you can now export it to Excel.
Not registered for Broker Portal?
To benefit from Broker Portal's efficiencies, you'll need to be registered and activated on the system
If you haven't yet registered or would like a refresh on what Broker Portal can do for you, please speak to your Account Manager or contact New Ireland at niaportal@newireland.ie