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iRisk YBR Advisor app for iPhone and iPad


4.0 ( 0 ratings )
Utilities Finance
Developer: ZamBzee
Free
Current version: 2.5.7, last update: 7 years ago
First release : 05 Aug 2015
App size: 0 Bytes

Increase sales and efficiency.

iRisk Advisor is a tool for advisors looking to improve their personal insurance client engagement process. It allows the advisor to collect client information (fact find) and then display a programmable "house view" of policy requirements for the client that includes premium pricing and options.

This version of the software uses Zurich Financial Services Australias policies and pricing.

The data can be submitted to Zurichs online quoting system, sent to Xplan or emailed to the nominated email address.