Flexible Solutions
We offer a range of solutions for intermediaries that
are summarised below:
Installation
A solution for firms writing large volumes of annuities who want to improve their processes, while remaining in control of every aspect
of the service.
The TOMAS Installation is a bespoke version of its annuity administration platform, allowing the distributor to improve the profitability of its business and also to deliver uniform customer outcomes.
Refer
Refer is a solution suitable for firms who want to outsource the annuity process completely. TOMAS Refer helps customers through the process of selecting and buying the right annuity for their needs.
Personalised reports, telephone assistance and on line tools are available to help customer's get to the right answer for their circumstances. TOMAS shops the entire market on the customer's behalf, seeking the best standard and enhanced terms as appropriate.
TOMAS deals with all aspects of setting up the annuity through to the first income payment.
Attractive levels of introducer commission are currently available under TOMAS Refer.
TOMAS Enhance
TOMAS Enhance allows you to remain in control of the advice process using TOMAS tools to improve efficiency and enhance the customer outcomes.
You can quickly generate client-specific reports with a full range of personalised income options.
TOMAS takes on the time-consuming task of gathering final (including enhanced) quotes and sets up the annuity once the selection has been made.
Attractive levels of introducer commission are currently available under TOMAS Enhance.
