NextGen Sites are built on best of breed technology and will provide you with a professional website that you can tailor to your exact needs. With so much noise about so-called ‘robo advice’, SimplyBiz has developed a website service which allows you to complement your face to face advice with a digital presence, and offer clients the opportunity to access products and services online.
Our recently enhanced sites provide functionality to allow your website visitors to complete preliminary fact find information online, conduct pension calculations, take our general insurance cover and even access their investment portfolio valuations.
As you’d expect, we also provide a selection of compliance checked content for you to adopt with the option of adding your own content as per your requirements.
SimplyBiz offers you a variety of professionally created marketing material to help you keep in touch with both your existing clients and prospects. This includes brochures, flyers and adverts.
Simply Home Finance is our dedicated mortgage and insurance based newsletter. All newsletters are tailored to match your brand and carry your logo and public facing information.
We can also offer access to preferential rates of stationery design and print services, so that you’re ready to hit the ground running as a directly authorised business.
Take a peek at our Marketing Store.
Video plays an increasingly important role in our communications and the Adviser Media Player contains a wealth of valuable content. Regularly updated and covering a range of business areas, the AMP features tutorials, webinars, provider presentations and insight from key voices in the SimplyBiz Group and our partners.
See what’s riding high on our agenda by checking out the latest edition of our flagship web conference, The Advice Show, now available to catch-up on the AMP.
Quality tools, which ease the process of writing business and dealing with clients, are an essential part of every successful firm.
As a Member of SimplyBiz, you can access complimentary licences for Mortgage Brain (subject to a minimum number of cases submitted), as well as The Key CRM and back office system. The Key system is free for SimplyBiz Members, subject to six completed mortgage cases per month, where cases are completed through the SimplyBiz Mortgages payment route.
Find out more about the software available to members.
While you’re waiting for your authorisation to be approved, you have access to our full range of development opportunities.
We’re proud to deliver a fully accredited learning and development programme. The programme of events we deliver aims to bring real value to your business, while providing the opportunity for you to meet members of the SimplyBiz team, earn structured CPD and network with your peers.
To ensure we meet demand, a typical year sees the SimplyBiz Group run over 400 events across the UK, including dedicated mortgage meetings, specialist masterclasses and roundtable formats.
We also run larger mortgage showcase events, which bring together your fellow brokers, lenders and member of the SimplyBiz team.
Visit the mortgage showcase website.
or see our development support.