Toolbox

Introduction

Toolbox is a web-based back-office system which means you can run your business and provide advice to your clients anytime, anywhere.

Exclusively available via TMA it provides you, the Directly Authorised Broker, with just one platform which will house all of your CRM needs. Toolbox is an intelligent technology solution and an award winning platform, built with advisers for advisers, with multiple functions within one system (click on the icons below to learn more).

Toolbox is integrated with both Twenty7tec Sourcing and Solution Builder.

Here are some of the key areas of functionality used by brokers:

Key Features:

Virtual PA

Lead generation through Virtual PA mining your data to provide sales opportunities

Case reviews

Feedback on Compliance case reviews when utilising TMA Compliance offering

Task Alerts

Diary management system for advisers and admin support, which will provide efficiency in your pipeline management

B&C Quotations

Provide your clients a B&C policy from our 5 providers

Training Matters

Link through to our optional CPD Test portal

Business Management Reports

Full suite of reporting information for you to be able to manage your business successfully

Integrated services

Various integrated partners to provide you time-saving solutions throughout the advice process

Due Diligence

Know your customer – Use our integrated EIDV check through Experian

Client Portal

Interactive portal for you to communicate with your clients in a safe and secure environment, saving you time and providing valuable information upfront

HOW CAN IT HELP YOUR BUSINESS?

TMA Club want to give advisers the right tools for the job, so they can focus on their customers and grow their businesses. Toolbox is designed to streamline processes and make life easier for brokers and their customers. With so much functionality in one platform, it saves using and paying for multiple systems.

WHAT MAKES TOOLBOX UNIQUE?

As toolbox is an in-house solution, it can be adapted quickly in line with market, lender and provider changes. Intermediary feedback is gathered regularly to ensure that Toolbox delivers world class experiences for all users, in particular meeting customers’ needs.

As a purpose-built technology solution, TMA have full influence of direction for enhancements whilst ensuring user experience and data security is at the core of decision making. In essence, TMA Club are not restricted by third party solution limitations – it is all our own making. Our approach means that brokers and their customers are at the centre of our technology.