Broker Portal screens

Protection online application and PRBs, our latest enhancements to Broker Portal

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 our latest enhancements to Broker Portal sees the application journey for individual protection products such as Life Choice You & Family and Home is now live.

Personal Retirement Bonds join our full suite of Personal and Executive Pension Products available for new applications through Broker Portal, along with Saving and Investment Products, so we're making it easier and faster for you to transact your new business.

Personal Pensions icon

PERSONAL PENSIONS

Personal Pension New Business
Personal Pension Top-Ups*

Exectutive pension icon

EXECUTIVE PENSIONS

Executive Pension New Business
Executive Pension Top-Ups*

AVC PRSA icon

PRSAs

AVC PRSAs New Business
PRSA SP New Business
PRSA Transfer Values

savings and investments icon

SAVINGS AND INVESTMENTS

Smart Funds & Future Save
Easy Access Smart Funds
Easy Access Future Save

Exectutive pension icon

PRBs

Personal Pensions icon

PROTECTION

Life Choice You & Family
Life Choice Home

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.

FUND SWITCHING:

For approx. 70% of New Ireland policies, fund switches can now be processed through Broker Portal. Switches can be verified by the client by digital signature, with a confirmation text message sent to your client, usually within 48 hours. This process reduces the risk of error, as clients can only switch to funds available to their specific policy and all new fund holdings must add up to 100%.

COMMISSION VIEW:

Commission statements are easily accessible and downloaded under our Commissions tab.

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.

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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

Technical Issues

We’re experiencing technical difficulties and that means your call may not get through to the right team. As a result you may be on hold longer than we would like. We are working hard to fix this and suggest you call us back later. You can continue to contact us by email, you can get the right email address for you by clicking here.