Customer Stories

Case Study: Vita adopts PreQuo Lead Gen

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Promoting protection affordability through tailored online quotes Vita was established in 2010 by friends Barry Pappin and Paul Reed whose vision was to be the most trusted, fairest and credible insurance brokerage providing the best advice and cover to help protect…

Case Study: Mortgage Advice Bureau adopts PreQuo

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Delivering protection opportunities for better consumer outcomes.

Case Study: The Right Mortgage & Protection Network automate their member firm registration process

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TRM share their experience of introducing AlphaTrust® to their registration process and the results achieved.

Case Study: Chris Pollard AlphaTrust

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The Exeter share their experience of AlphaTrust and the results achieved.

Case Study: Massey Divall Financial Services

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Bill Divall discusses his experience with SolutionBuilder

Customer Quote: British Friendly

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On Leveraging SolutionBuilder to optimise distribution efforts.