STAMP DUTY HOLIDAY DEADLINE

Toolbox

Introduction

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.

Key Features:

  • Point of Sale
  • Business Back Office
  • Customer Relationship Management
  • Competency and Compliance
  • *Commissions, fees and payments*
  • Online commission management
  • Online commission management
  • Policy sales tracking
  • Invoicing and receipting
  • Introducer referral facilities
  • Electronic ID vertification
  • Virtual PA to highlight opportunities within your client bank
Click here to visit the Toolbox Support Hub

Toolbox Support

View the Videos and Guides here

If you need any further support or guidance, please click here and fill out our quick webinar registration form.

Registration Process:

TMA have their own registration form for Toolbox as per the below. Once completed please return to customerservices@tmaclub.com

Register here

Contact details:

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

Get in touch with us today.

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