Estudio tu caso para darte las soluciones que necesitás. También te asesoro para que puedas armar tu propia carpeta. Se trata de una asesoría absolutamente personalizada que va a servirle a todo tu grupo familiar. Todos los interesados pueden formar parte de la reunión. 

This webinar will take you through the full capabilities of our PLaSMA system, including the new business process, MTAs and other transactional processes. In addition, we'll take you through the additional features such as the report suite and how to access an existing customer record.Not only will you experience the full PLaSMA capabilities, we'll also provide you with additional knowledge on our processes and procedures that your customers will go through upon taking out a Premium Credit facility, including the signing of their Credit Agreement.

This webinar will take you through the full capabilities of our Interactive system, including the new business process, MTAs and other transactional processes. In addition, we'll take you through the additional features such as the report suite and how to access an existing client record.Not only will you experience the full Interactive capabilities, we'll also provide you with additional knowledge on our processes and procedures that your clients will go through upon taking out a Premium Credit facility, including the signing of their Credit Agreement.

This module is designed for our Golf Clubs using our recourse facility. During this module we will look at the basics of our online portal (PLaSMA), how to add a new golf membership, locate client information and perform daily service tasks such as viewing a customer's agreement and processing a renewal. We'll also demonstrate the customer's online journey.

Property Consultation regarding your purchase / sale / re-mortgage

Property Consultation regarding your purchase / sale / re-mortgage

Consultations and preparations for individual tax returns.

Home, Auto, Motorcycle, Mexico, Renter's, Other Types of Insurance Available

Service for customers  requiring same day collection and delivery service to anywhere in the UK.

For customers requiring a delivery driver and assistant porter.

Service for larger items such as furniture, office equipment or machinery, motorbikes etc

This appointment block is for New Quotes and People who are not current customers. We enjoy helping our neighbors understand the sometimes confusing topic of personal insurance. Select "In-person" for a meeting in our office. Select "Phone Call / virtual meeting" and we will call you at the scheduled meeting time. Please leave your phone number for us to confirm the appointment.

Life insurance is the most important insurance policy that we could help you purchase. Select "In-person" for a meeting in our office. Select "Phone Call / virtual meeting" and we will call you at the scheduled meeting time. Please leave your phone number for us to confirm the appointment.

This appointment block is for current customers with an upcoming policy renewal. We believe that working with an insurance agent should mean more than purchasing a policy that you never have explained to you and rarely (hopefully never) have to use. Select "In-person" for a meeting in our office or your own. Select "Phone Call / virtual meeting" and we will call you at the scheduled meeting time. Please leave your phone number for us to confirm the appointment.

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