Manage quotes with simpler systems, flexibility and seamless data capture.
We strive to simplify the way you work through smart and effective business solutions. That’s why we’ve created a new and improved, web-based Life Annuities & Investments Quote System to replace the OfficeQuote desktop package.
New features:
- A user-friendly dashboard to manage client quotations
- Simple fields for selecting available features
- A focus on a needs-based outcome
- A more intuitive flow for easier navigation between screens
- Screens are optimised for any device
- Automated features, like weekly rate updates and shared client data
With our new Life Annuities & Investments Quote System, doing less means you can do more.
The new features are highlighted in the infographic.
The four key features of the system are highlighted in the quick guide infographic.
Get valuable tips and tricks to navigate the new system.
Listen to the four efficiency-driving key features of the system.
Sanlam Life Investments developments June 2020.
View the launch video of the system.
