360 Lifecycle is Ingard’s selected CRM system which enables mortgage and protection specialists to effectively manage and control their business, deriving the very most from its advice functions, processes and client bank.
- eliminates unnecessary rekeying of data
- digital relationship features
- independently hosted in secure cloud
- refer business simply
360 Lifecycle Solutions
All Ingard members have access to the full 360 Lifecycle practice management solution with front and back office systems, FactFind, integrated sourcing, Client FactFind, Client Portal and Accounts package.
360 Advisor is the front office solution where advisers can manage client activity efficiently and effectively, delivering a focused experience to manage diaries, leads and day-to-day case handling. Data is seamlessly mapped from the 360 case record into the FactFind to begin fulfillment. With integrated Mortgage, Protection and GI sourcing, and information being mapped into suitability letters, the rekeying client data is eliminated.
Client engagement can be established throughout the process, with the ability to invite clients to complete their own FactFind, and request documents or signatures to be completed electronically, opening up new levels of engagement and helping to deliver a greater client experience.