FreeTrawl is the online endowment trading platform for Financial Advisers. Simply submit your client's policy details and we'll do all the work for you - and all for free.
FreeTrawl.com is the easy compliant way to obtain the best price for endowments. Our sophisticated trawling facility sends policy details to all the major market makers. It then collects all the offers and presents you with a full list of options in a simple easy to use format.
You can still use the Market Makers you have built a good relationship with, FreeTrawl currently sends your clients' policy details to:
AAP
LSA Endowments
Surrenda-link
Neville James Limited
FreeTrawl.com is open 24 hours a day 7 days a week so you can send policy details when it suits you.
No more phoning or faxing around the market repeating the same details many times - FreeTrawl.com does this for you
Just fill in the policy details online and FreeTrawl will:
The FreeTrawl.com policy trawling service is free for financial advisers as it is funded by its member market makers.
The FreeTrawl.com quote form only takes a couple of minutes to complete and of course you only need to do it once.
If you do not have all the information required you can save the details and return to them later.
Once your offers are ready we notify you by email with a link back to the FreeTrawl.com site, where your client's offers will be ready for you to print off in a simple compliant format which lists all the offers and all other relevant information.
The simple format makes it easier and quicker to analyse the range of offers before deciding how to proceed.
Once you have chosen which offer to accept the market maker is informed and they will make contact with you in order to conclude the sale.
Use FreeTrawl.com to satisfy your compliance requirements by:
Your security is of paramount importance to us. That is why we use SSL (Secure Socket Layers) and you can be assured of the privacy offered to you by your own user name and personal password