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Brokertools :: Effortlessly Compliant Advice

Effortlessy Compliant Advice and Client Servicing. Medical Scheme comparison, quotation, year-end revision, FAIS compliance and Client Relationship Management (CRM) tools. SYSTEMS AND SOFTWARE SUPPORTING INTERMEDIARIES. Brokertools Quote was developed for Healthcare Intermediaries wanting to generate professional quotations and Option comparisons at the office or at clients to increase new business, provide sound and FAIS compliant advice and be recognised as specialists in their field. Brokertools Quote...

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Brokertools :: Effortlessly Compliant Advice | brokertools.co.za Reviews

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Effortlessy Compliant Advice and Client Servicing. Medical Scheme comparison, quotation, year-end revision, FAIS compliance and Client Relationship Management (CRM) tools. SYSTEMS AND SOFTWARE SUPPORTING INTERMEDIARIES. Brokertools Quote was developed for Healthcare Intermediaries wanting to generate professional quotations and Option comparisons at the office or at clients to increase new business, provide sound and FAIS compliant advice and be recognised as specialists in their field. Brokertools Quote...

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Brokertools :: Effortlessly Compliant Advice | brokertools.co.za Reviews

https://brokertools.co.za

Effortlessy Compliant Advice and Client Servicing. Medical Scheme comparison, quotation, year-end revision, FAIS compliance and Client Relationship Management (CRM) tools. SYSTEMS AND SOFTWARE SUPPORTING INTERMEDIARIES. Brokertools Quote was developed for Healthcare Intermediaries wanting to generate professional quotations and Option comparisons at the office or at clients to increase new business, provide sound and FAIS compliant advice and be recognised as specialists in their field. Brokertools Quote...

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brokertools.co.za

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Talent and systems drive a return to broker basics | brokertools.co.za

https://brokertools.co.za/news/talent-and-systems-drive-return-broker-basics.html

More about Broker Tools. What are the issues? How does it work? How it solves Broker challenges. Will it grow my business? Talent and systems drive a return to broker basics. Thu, 01/20/2011 - 17:43 by Anonymous. Click here to view/download the PDF document. Please click here to login to Brokertools version 3. Terms of Use and Privacy Policy (Web users).

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Compliance | brokertools.co.za

https://brokertools.co.za/compliance.html

More about Broker Tools. What are the issues? How does it work? How it solves Broker challenges. Will it grow my business? BROKERTOOLS COMPLIANCE WITH FAIS. On 1 October 2004 the Financial Advisory and Intermediary Services Act (FAIS) Act came into force. The Act was established for the protection of the client of a financial advisor. Unfortunately, Healthcare Intermediaries are generally non-compliant;. Not establishing the client needs and not indicating how the proposed product addresses these,. Using...

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A unique product developed for Health Care Intermediaries | brokertools.co.za

https://brokertools.co.za/index.html

More about Broker Tools. What are the issues? How does it work? How it solves Broker challenges. Will it grow my business? A unique product developed for Health Care Intermediaries. Subscribe to BrokerTools and experience effortless compliance and income growth. BrokerTools makes the Health Care Intermediary and his administrative staff instant product specialists on 22 Open Medical Schemes and a number of Restricted Schemes. Using BrokerTools will help you comply with legislation and offer advice th...

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More about Broker Tools | brokertools.co.za

https://brokertools.co.za/more-about-broker-tools.html

More about Broker Tools. What are the issues? How does it work? How it solves Broker challenges. Will it grow my business? More about Broker Tools. Subscribe to BrokerTools and experience effortless compliance and business growth. The main purpose of BrokerTools is to assist Health Care Intermediaries to optimise their sales and servicing functions:. To generate new business faster and more cost effectively whilst adhering to the relevant legislation and requirements of impartiality and professionalism.

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Downloads | brokertools.co.za

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More about Broker Tools. What are the issues? How does it work? How it solves Broker challenges. Will it grow my business? Sorry, you need to install flash to see this content. Sorry, you need to install flash to see this content. Sorry, you need to install flash to see this content. Sorry, you need to install flash to see this content. Sorry, you need to install flash to see this content. Sorry, you need to install flash to see this content. Sorry, you need to install flash to see this content.

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Brokertools :: Effortlessly Compliant Advice

Effortlessy Compliant Advice and Client Servicing. Medical Scheme comparison, quotation, year-end revision, FAIS compliance and Client Relationship Management (CRM) tools. SYSTEMS AND SOFTWARE SUPPORTING INTERMEDIARIES. Brokertools Quote was developed for Healthcare Intermediaries wanting to generate professional quotations and Option comparisons at the office or at clients to increase new business, provide sound and FAIS compliant advice and be recognised as specialists in their field. Brokertools Quote...

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