Overview
360 Lifecycle platform is engineered to optimise the advice process, enabling advisers to stay focused on their daily tasks while reducing costs, saving time, and boosting productivity. Including seamless integrations with multiple sourcing partners, advisers can manage clients, schedule appointments, and organise tasks with efficiency, promoting new opportunities and enhancing client relationships.
Streamlining protection sales all in one place
Take advantage of the integration and quickly transfer client data, underwriting decisions, and premiums between 360 Lifecycle and the Protection Platform.
Improved clients outcomes
The Protection Platform seamlessly integrates fully underwritten quote information with product details, securely storing it within 360 Lifecycle’s client record.
Cost-effective solution
There are no additional costs involved to 360 Lifecycle users ensuring advisers can enhance their services without financial barriers.
How to add the Protection Platform into 360 Lifecycle
Join our demo
Join our 30 minute demo held every Tuesday and Thursday, where our experts will guide you step-by-step through The Protection Platform explaining how it works and answering any questions you may have.
