What we offer

Pricing PlansOptiBroker Packages

	Generic Package	Personalised Package	Bespoke Package
	Setup £0	Setup £750	Setup £POA
Principal account	£100£75 per month	£100£75 per month	£100£75 per month
Includes one administrator licence
Adviser account	£100£75 per month	£100£75 per month	£100£75 per month
Includes one administrator license
Additional administrator licence	£15 per month	£15 per month	£15 per month
OptiBroker colours and logo
Personalised colours and logo
OptiBroker emails
Personalised emails from broker
OptiBroker text messages
Broker own text messages
Animated avatar
Generic avatar
Personalised to firm/adviser
GI personal assistant
GI cartoon assistant
Christmas/Birthday/Easter/Mothers day/Valentines/Thank-you emails
The vault (cost neutraliser)
Auto quote facility for GI
Auto quote facility - Term
Bespoke advertising banner
OptiWills (cost neutraliser)
OptiAdmin (separate charges apply)
Communications Systems
Api intergration with Go to Meetings*1
API intergration with Teams*1
Mortgage Sourcing
API Intergration with Trigold
Mortgage Apply functions
Trigold Connect
EIDV *2/AML Systems
Intergration with opensourcing
Integration with Pep and Sanctions search
Integration with customer identification
Integration with biometric authentication
Payment systems
Integration with Stripe *3
Protection Life and Cic
Integration with iPipeline *1
Integration with The Exchange *1
Personalise the System
Personalised API
Fact Find modification
Protection General Insurance
Integration with Paymentshield
Integration with Uinsure
Adapted sales process

^*1 Please note that you may need to pay an additional licence fee to the provider. All fees are monthly and paid direct to provider.
^*2 There is additional charge for the Pep, sanctions and biometric scans. The system has the ability to pass this onto the client.
^*3 Please note an amount is deducted from each transaction in order to pay for this facility this is currently 3% of the transaction value. All prices exclude VAT