Looking to outsource your Existing Client Product Research
A New and Exciting Service
Are you still waiting on hold trying to get existing product information?
Paraplanner.com has now introduced a new research alternative for advisers giving advisers the abilty to outsource client product research.
Using the power of our amazing team of Paraplanners we now offer the ability for advisers to outsource their existing product research requirements to highly skilled Paraplanners and research assistants.
Best of all it is extremley simple to use.
1) Your Client signs your Standard Authority
(Please ensure Authority has "Adviser and Staff " listed on it)
2) Email or upload the Authority to us
Email - email@example.com
Upload - Via your Paraplanner Workspace
3) You receive research back in 3 days*
(Sooner if product provider allows)
How much does it cost? We have kept our pricing as affordable as possible and charge per member / policy number.
No longer do you have to spend valuable hours on the phone calling product providers to obtain details on your clients existing products.
Want to Trial it for FREE!**
No worries email us your first client Authority to firstname.lastname@example.org
Your first product research request is on the house.
* Additional costs involved for research on International Client Products
** Available to clients who have signed a Privacy Agreement with us