We are proud to bring you our new quotation system MyQuotes, now with PRSA products available.

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MyQuotes Launch

The initial launch in May 2020 saw MyQuotes going live to Brokers for Protection Products.

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PRSA Products

Now adding PRSA products to the suite to further enable remote working and online submission.

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Save & Resume

The new save function will allow you to save client details to your own personal dashboard and resume at a later date.

Key Features

MyQuotes Key Features

  • Simple and Easy to use and navigate
  • Solves key pain points such as commission profiles, company pension funding limits and complex protection quotes
  • Convenient – Mobile and tablet enabled with a Quick Quote option for a price or fund projection on the go
  • Professional, configurable reports which you can co-brand with your logo
  • Efficient – save quotes on your personal dashboard. Now saves your MyRetirement Pathfinder Reviews also.
  • Streamlining your business - Prepopulates to Online submission so no rekeying of data and errors reduced for a positive client experience

MyQuotes Protection Key Features

  • Integrated Price Match (excludes Zurich), with option of inclusion in a branded report and repopulation into submission
  • Quotes indicative percentage and per mille loadings with Price Match with link to Ask Underwriting to check likely terms
  • Intelligent commission profile selection with sacrifice options

Introducing Our Protection Statement of Suitability Writer

  • Simple Statement of Suitability template writer included in Report Wizard for Protection products. Text boxes to enable you to document
    • Client needs
    • Your Recommendation
    • Any additional relevant information
  • Generates and integrated 1 page Statement of Suitability letter into your client report

MyQuotes Wealth Key Features

  • Quick and easy Commission Capture
    • No more profiles, just 3 simple questions
    • Plays back options available
    • Allocation rates dynamic to payment amounts and combined ARF/AMRF investment
  • Professional high quality brandable reports:
    • Report Wizard now includes option to automatically add Factsheets for chosen funds
    • Download and attach tailored KIDs for PRIIPs
    • Contributions, projections and benefits displayed in graphical and tabular form for maximum impact
    • Blended charging where multiple funds selected to help you clarify total client expense and maximise the addition of trail
    • Portfolio level blended risk ratings where multiple funds selected to help you create tailored investment solutions

Introducing our integrated Company Pension Revenue maximum check

  • Handles all variations of current and legacy arrangements – Personal, DC, DB, AVC, PRSA
  • Compares strict and uplifted scales and selects the most beneficial from a contribution perspective
  • If a case fails the check then prevents user generating a report or proceeding to submit an application
  • If passes check then details are recorded on report and confirmed within funding limits
  • Data prepopulates to the online submission retained benefits section – efficient and reduces errors

MyQuotes Launch Webinar

We recently hosted a webinar which gave brokers a chance to experience MyQuotes and see how it can revolutionise the quotes process. The webinar was hosted by Head of Strategy, Nick Baird, and included live demos of the system.

MyQuotes Flyer

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MyQuotes Help Centre

Get answers to all your MyQuotes

If you have any questions about MyQuotes then visit our help centre. Our MyQuotes Section has a growing list of helpful guides and videos.

Visit the help centre

Troubleshooter Guides

Protection

System Admin

Wealth

PRSAs

Videos

MyQuotes Support Map

Additional support information can found on our support map including where to find support material, how to give feedback and how to get in touch with the helpdesk.

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