The System

As you will see, CalQLife allows you to produce both joint life reports and single life reports. Thereafter once you have produced a report it will be retained for future use within the document library thereby allowing you to amend and update it for client annual review meetings.

The CalQLife home screen:

CalQLife - The System

CalQLife enables you to analyse your client’s expenditure patterns, liability position and existing policies to arrive at an outcome which enables you to provide recommendations for sickness protection, lump sum life and income related life protection down to the final pound.

Need more information?

Please contact:

Mark: +44 (0)7977 148435

Julie: +44 (0)7974 228558

9am—5pm, Monday—Friday.

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