Ingard is to use the 360 Lifecycle CRM system.
The system has been developed by 360 Dot Net and provides an online fact find which the firm says ensures members can go fully mobile and saves any re-keying of information when producing pre-approved letters and insurance quotes.
There is also fully integrated mortgage and protection sourcing from Twenty7Tec and iPipeline, providing opportunity management, case management and built-in marketing tools.
Nikki Haworth, Ingard’s sales and marketing director, said: “When we started the process of choosing a new case management system with integrated sourcing, 360 Dot Net’s system stood out as a clear winner. The multi-channel online Fact Find will be a valuable addition to our adviser’s toolbox.
“Not only will the intuitive system save time for the adviser, the system’s client portal will also allow a smoother, faster and more transparent flow of communications between the adviser and customer.
“We have been extremely impressed so far with 360’s support and wide range of training materials. Over the next few months we will be rolling out system training across our nationwide network of advisers and look forward to working in close partnership with 360.”
Carlos Thibaut, CEO of 360, added: “Ingard raised a high bar in their selection of a technology provider and I’m delighted to say that they selected 360. Both front and back office technology is fast becoming a differentiator for major businesses in the financial services sector.
“The capabilities in our practice management system, Fact Find and Client Portal, delivers time saving and opportunity generating functionality in a secure environment that firmly places Ingard advisers ahead of the competition.”