Working with us on an hourly basis gives you the ability to be able to have all the benefits of an administrator without the ongoing costs associated with employing a member of staff. This gives you more flexibility on the type of work you require us to complete, the time can be used for anything you'd like. Examples of what some of our clients have us doing;

• Appointment setting
• Client updates
• Chasing GP reports
• Updating back office systems
• Contacting providers for indicative ratings on protection cases
• Uploading documents to lenders
• Decisions in principle
• Application submission – mortgage and protection
• Solicitor chasing
• Client updates
• Policy valuations
• Compliance review

Our support packages start from £40+VAT per hour, with a minimum commitment of 8 hours per month. If you need more time, we'll gladly work with you to come up with a solution that supports your business. Where possible we'll try to spread your hours evenly throughout the month, this is to to ensure we have the right level of employed staff to support our retained commitments, we don't outsource our responsibilities and your client data! Unused hours are not carried over, and must be used in that calendar month.

If you prefer to hand over specific parts of the process to us, we'll happily support that. Whether applying to the mortgage or protection provider, adding the case to your own or network CRM, or just chasing a case through to completion.

We've supported firms with applications and CRM processing for the following providers.

Includes personal protection, multi-benefit, personal and company private medical insurance. For corporate protection; RLP, keyman etc, prices differ due to the additional work involved. Please get in touch to confirm pricing

We've supported firms with applications and CRM processing for the following providers.