Making your Pipeline easier to manage

We’ve been investing in technology, simplifying processes and eliminating time-consuming paperwork….. to create Broker Portal.

You may well have tried Broker Portal and discovered it’s simple and easy to use, links directly with your CRM system* and allows you to submit New Business straight to New Ireland with a single sign on.

Introducing two-way pipeline

Our two-way pipeline management feature is accessed through the Submitted Applications tab.

It simply facilitates the uploading of missing information needed to progress cases to issue. We’ve created free text boxes and an upload facility to provide for immediate responses, as well as commission confirmation, ID & V upload.

No encryption is required, which means a much smoother and faster all round experience.

The system is responsive, updating every 20 minutes to capture the very latest progress on your pipeline. All of your cases on our old Broker Centre are live and ready to view now on Broker Portal.

Two-way pipeline management is available for a wide range of our products across our Protection, Pension, ARF, PRB and S&I offerings

Getting the most from Broker Portal:

If you’d like to ensure that you’re getting the most from our new Broker Portal platform or have yet to register, please speak with your Account Manager or contact us at niaportal@newireland.ie

To find out more about Broker Portal and how it can easily plug into your everyday work routine, visit our new Broker Portal landing page

*CRM providers, BIS, Money Advice and Wealth Track link in with Broker Portal