Bankhall provides its customers with access to a wealth of information and useful functionality through a password protected portal.* Our portal provides a range of e-business solutions and information services, including:
- Compliance Toolkit online, including manuals and templates
- Electronically supported sales process
- Online quotations
- Online new business submissions
- Policy projections, valuation and aggregation, including historic business, where available
- Management information to support training and competence
- Links to product provider extranets
- Online competence development tool
- Commission menus
- Case Management
- Document generator
- CPD recording
- Integration with Assureweb and The Exchange
- Online events booking
- Business register and personalised diary
Using the portal gives you access to a wealth of information from a single resource.**
This service could give you more time to spend with clients, improve your efficiency and should ultimately support your company’s strategic growth through the use of technology.
For more information on how our IT solutions could help your firm, contact our team on 0845 003 0400, OPT. 1 or email 
bespoke@bankhall.co.uk.
* Please note the Bankhall Online portal is only available to customers purchasing a monthly package.
** These services may occasionally be temporarily unavailable due to upgrading or maintenance of the system.