We are excited to announce that through External Broker Connectivity, we have partnered with the three leading broker CRM providers in the Irish market, BIS, Money Advice and Wealth Track.
External Broker Connectivity is an online system that will help brokers in completing a digital journey with their clients. It will allow brokers to pre-populate New Ireland pension online application forms, for new business and existing top up business, using client data already held on BIS, Money Advice and Wealth Track CRM systems. Client Declarations can also be uploaded and a Proposal number will be immediately available once business has been submitted.
To find out how External Broker Connectivity can support you in your business, please read the appropriate broker communication that contains links to an important Q&A and webinar demo.
From now until 31 December 2020, New Ireland will make an administration payment to Financial Brokers who submit cases through the External Broker Connectivity system and our
soon to be available Broker Portal.
All Executive Pension & Personal Pension New Business and Top Ups, that are subsequently issued will qualify for a New Business payment of €100 per case and a Top Up payment of €50 per case.
Payments will be made to brokers as a lump sum after the 31 December 2020. Terms and conditions apply.
For further information please contact your broker consultant who will be delighted to help you get the most from External Broker Connectivity.