New Quotes Package

FMI have created a NEW look and feel, user-friendly Quotes Package that we hope will make things easier for you!

Where do I find it?

• The Quotes Package can be used directly off our Website (Online Version-Highly Recommended) www.fmi.co.za
• You can download our Quotes Package to your PC from our Website 
• You can download our Quotes Package to your PC from a Disc (you would have received this disc if you attended one of our product enhancement events)

Once you have access to our New Quotes Package you will be able to prepare quotes, edit quotes, and look up valuable product information at your convenience.

Easy to use

Making use of the Online Website Version means you will always be using the latest and most up to date version of our new Quotes Package. You will also be able to view quotes that your FAC (Financial Adviser Consultant) has prepared for you. You have an option to generate a FULL quote as well as submit applications electronically (on both the offline and online versions).

You can edit existing quotes, as well as access useful documentation.

Improved Functionality on the Website

Using the website version of the Quotes Package means consultants have access to your quotes and you will have access to those that consultants compile for you.

Using the Web also means Data is always up to date and backed up.

You can access quotes from multiple computers and no reinstall is necessary if you change your computer.

You can even do a quote when you are overseas if you make use of the Quotes Package Online.  

Can I synchronise old completed quotes and new completed quotes that have been done with both the online version and offline versions of the new quotes package?

Both the new information and existing data can be synchronised (online and offline) for your convenience. Quotes captured and submitted online (Website) can be saved on your PC (Offline) and vice versa.

Added Convenience

Please note our system automatically updates any changes to rates, so you will not have to manually update these.

Time Saving

Our new Quotes Package will allow you to submit quotes and applications electronically, thus ensuring a much faster turnaround time.

The Quotes Package saves you time by eliminating irrelevant fields as you complete the electronic application.

Make sure you download the New FMI Quotes Package today and take advantage of all its new and improved features!