Making it easier to prospect on Fast Trade
Based on your feedback we’ve made some changes to the way you can search for prospects on Fast Trade, making it easier for you find your clients who are approaching renewal date.
Previously when using the Prospects tool on Fast Trade you will have seen all prospects for your brokerage, which in some cases meant scrolling through lists of clients to find the ones that you had keyed. Now, we have added the ability to search at user level which means you can easily filter prospects to show only those which you keyed, simply by inputting the email address associated with your profile.
By reducing the time spent on searching for clients, this change makes it quicker and easier to get to this year’s premium* for clients that you’ve previously quoted for, or lapsed with us.
The Prospects tool on Fast Trade makes it so simple to provide a new quote for your clients by displaying an indicative price (based on the information we already hold) without you having to do anything. We’ve even put the quotes in date order and will highlight a ‘Deal of the Week’ when appropriate, showing the largest saving on premium.
To see your latest prospect quotes simply log into Fast Trade today.
Not yet registered to use Fast Trade? Complete our simple registration form.
*We’ve calculated the premium based on the risk details you input last year. Updating risk details is easy – just select ‘view/amend’.
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