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.
About Broker Portal
We’ve been investing in technology, simplifying processes and eliminating time-consuming paperwork….. the result is Broker Portal, our new Broker platform. Built in collaboration with Salesforce and utilising their well-known tech partners, Docusign, we’ve been working hard on ways to improve how you, our Broker partner engages and transacts with us and your clients.
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.
Broker Portal offers a growing range of supports, with our latest enhancements, Personal Retirement Bonds and Protection quote and apply, added in June 2022. We’ve further exciting developments in the pipeline and we look forward to sharing these with you over the coming months.
Broker Portal can be access through a mobile app, tablet, laptop or PC.
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
Personal Pension New Business Personal Pension Top-Ups*
EXECUTIVE PENSIONS
Executive Pension New Business Executive Pension Top-Ups*
PRSAs
AVC PRSAs New Business
PRSA SP New Business
PRSA 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
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.
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