Ad ID: 44674 Inactive

Financial Services Software Applications Business for Sale Various

Financial Services - Plan Writer/Sales Tool


Business for Sale Description

Financial Services Software Applications Business for Sale Various

InControl is a comprehensive automated Needs Analysis and Plan Writer programme specifically designed for the risk industry. InControl has been designed by one of the leading commentators in the financial services industry to meet and exceed ‘best practice’ advice standards.

InControl has been used for many years by a number of dealer groups and independent practitioners to give them a significant edge in their selling and advice processes. Numerous testimonials detail how using this programme has:
• Dramatically improved their conversion rate
• Increased the premium quantum
• Improved client retention

InControl provides a fully flexible platform with a number of Sales/Advice modules:
• Individual/family (Non business owner)
• Self Employed (Individual/family with one small business)
• SME (Individual/family with key staff and/or multiple businesses)
• Corporate (Business with 2 or more unrelated shareholders)
• Rural (Individual/family with a farm)

For corporates and dealer groups, InControl™ can
• Be audited
• Provide usage reports
• Interface with CRM packages
• Be used on or offline with seamless synchronisation

The Vendors have marketed the rights to use this software for a number of years and have continually enhanced and refined the product in response to industry needs. This presents an opportunity for a corporate or dealer group to secure the rights to InControl™ and either use it exclusively or continue with the current licensing arrangements.

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