GOLDPRINT offers a unique new business tool for brokers to assist clients to compare debt with any other investment vehicles (especially life insurance policies) and show the effect it has on the client`s financial situation should underperforming investments be allocated to debt. It can also be used to update the client`s portfolios from Astute, or to restructure policy portfolios without any debt redemption.
The Product
GOLDPRINT is written in ASP/HTML, which implies online operation and is therefore available world-wide. GOLDPRINT requires minimal manual entries and generates detailed and summarized reports in a few minutes, saving you hours of work and quality control. Reports (in Afrikaans or English) include:
Existing & proposed schedules of policies
Policy returns (3 scenarios)
Risk premium analysis
Debt redemption report
Investment projection
Proposal summary
Coverletter
Policy replacement advice record.
If you favour the new generation RISK PREMIUM ONLY products, GOLDPRINT is for you.
Price
The normal monthly user`s right fee is R1097.00 per month. Brokers accessing the service via Moonstone qualify for the following fees: Monthly User`s Right fee: R275.00 pm (excl VAT) for 1st user (broker) and includes an additional admin user for free. Thereafter, R75.00 pm (excl VAT) for each additional user in the same brokerage. Note, 1 (one) admin person for each two users at no cost. Initial half day training is compulsory at a fee of R500.00 (excl VAT) for 1st user and R150.00 (excl VAT) for additional users trained simultaneously.
FSP benefits
No more forms (like PRAR) to be completed manually.
Generates all the required compliance and disclosure documents.
Excellent tool to increase business whilst giving the best possible advice to the client.
Create loyal clients.
Save on personnel costs.
Do it anywhere – at home or at the client`s premises.
Workflow system with time frames – taking you through modules, step-by-step.
Assign steps in workflow to personnel in your company/branch.
Message and task assignment facility as well as data extract and merge facility
Client benefits
Redeem their debt much sooner without additional cash flow.
The figures (in black and white) will enable client to judge the proposal objectively.
