Pricing
Basic
Services included
- EasyQuote
- All Providers
- 2 mins* per vanilla quote, single provider
7 mins complex quote, all providers - Multiple quotes at the same time
- Best Price recommendation
* All quotes generated across: Initial guarantee period, Levels, Fixed compulsory, Age related (Provider specific)
* Products include: Life cover, Income protection, Critical / Severe illness, Disability cover
R500 per month
Advanced
Services included
- EasyQuote
- Basic package
- Best Fit recommendations
- Client onboarding
- Automated information gathering
- Auto-population of documents
- Consent
- Basic package
- Best Fit recommendations
- FICA
- Automated information gathering
- Auto-population of documents
- Financial Needs Analysis
- Automated information gathering
- Auto-population of documents
- Predictor
- Instant estimated quote
- Based on client profile and known Provider variables
R2 000 per month
Most Popular
Super Advisor
Services included
- Everything in Advanced
- Client Reviews
- Schedule & automate updates
- Client Self-Service
- RevGen
- Data led book maximisation
R3 000 per month
Enterprise
Tailored package based on multiple seats
FSP Move
0-500 clients – R5,000
500-1000 clients – R10,000
1500+ clients – R15,000