-
About Us
We are the leading providers of CRM solutions to the Life and Pensions market in Ireland. Our flagship product, BOSS is used in many of the top Brokerages around the country, and in four Banks. Please contact us for a FREE Demonstration in your office.
-
Most Popular
BOSSe is Ireland's most popular CRM solution for Life and Pension Brokers. It is specially designed for Professional Brokers and is continually upgraded to reflect the needs of the modern Financial Professional. Using BOSSe, you will Increase Sales, Reduce Costs and Improve Compliance.
-
Client Centered
Client Relationship Management is all about clients. Perhaps an obvious comment, but one that is often overlooked. BOSS is completely Client Centered, so there are no complicated codes to learn - you deal with people, so BOSS deals with names. When you open a Client, you get all their details in one place including Personal Details, Contact History, Policy Information, and Compliance Documentation.
Our Portfolio
BOSSe: A Client Relationship Management (CRM) tool aimed at Life and Pension Brokers.
Axiom: One of the world's most powerful Financial Calculators.
Financial Calculations Course: We offer a half-day course on financial calculations that is specifically aimed at the professional Financial Planner.
Our Services
Training: Individual or group training sessions on many Microsoft products.
Consulting
All our staff are trained in the principles of Operations Management, so you can rely on our expertise.
Development: We provide a Rapid Application Development service so that you can quickly benefit from a professionally designed and built application.
iPhone Apps
Wizard Series
A series of Financial Calculators is available on the App Store - select the Money Wizard for the full calculator,
or you can buy the individual calculators individually (Loan, Investment, Life of Capital, or Retirement).
The Money Wizard is used in Ireland, UK, USA, Canada, Australia, and many other countries worldwide.
Client Relationship Management
Client Relationship Management is all about clients. Perhaps an obvious comment, but one that is often overlooked.
BOSS is completely Client Centered, so there are no complicated codes to learn - you deal with people, so BOSS deals with names. When you open a Client, you get all their details in one place including Personal Details, Contact History, Policy Information, and Compliance Documentation.
Because all the information is in one place, you can also examine Policy information for a Client. Generating a complete Client Portfolio can be a difficult and time-consuming task. With BOSS, all you have to do is click a few buttons - BOSS already has the Client, Policy and Value information, as well as the Client Relationships, Benefits and all contact information. So, what used to take several hours to prepare can now be done in moments.
Get in touch!
Feel free to contact us and we will be in touch shortly.
Address: GCD Business Centre, South Circular Road, Dublin 8.
Telephone: +353-1-6275620
E-mail: support@bosse.ie
