0330 303 0236

Toolbox

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Toolbox is a web-based back office system which means you can run your business and provide advice to your clients anytime, anywhere.

Exclusively available via TMA it provides you, the Directly Authorised Broker, with just one platform which will house all of your CRM needs.

One platform, with endless possibilities for you and your business. Toolbox can be tailored to your business. This means a scale-able, efficient and digitally secure centre for you and your client’s data.

As always, TMA are here to support you and your customers by providing you with the tools you need to help build your business whilst keeping you and your customers safe.

Benefits for you:

  • Point of Sale
  • Business Back Office
  • Customer Relationship Management
  • Competency and Compliance
  • *Commissions, fees and payments*

 

You will have access to functionality that provides:

  • Diary task management
  • A suite of MI reporting
  • Online commission management
  • Policy sales tracking
  • Invoicing and receipting
  • Introducer referral facilities
  • Electronic ID vertification
  • Virtual PA to highlight opportunities within your client bank

Current integrations include:

Find out more

If you have any questions about TMA Toolbox, please contact the team on 0330 303 0236 or email hello@tmaclub.com.