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MyQuotes

Articles and videos to guide you through the use of the MyQuotes quotation system.

Videos

  • MyQuotes Webinar
  • Generating a Report
  • MyQuotes Demo (Protection)
  • Selecting Your Commission (Wealth)
  • Results Screen (Pension)
  • Quoting by Target Pension
See all 33 articles

Pension

  • Nominated Fund and Monetary Withdrawal
  • Adding a Total Expected Payment (TEP)
  • How do I quote for a Target Pension?
  • What is the difference between a Quick Quote and Detailed Quote for a Pension Plan?
  • How does the results screen differ on Pension Quotes?
  • How do I add a single payment to a regular payment Pension quote?

Investments

  • What is the difference between a Quick Quote and Detailed Quote for a Investment Plan?
  • How do I add a regular withdrawal to an Investment quote?

Savings

  • What is the difference between a Quick Quote and Detailed Quote for a Savings Plan?

Protection

  • Including a Statement of Suitability in your reports
  • Quick Quote and Detailed Quote for Protection on MyQuotes video
  • How do I select a loading in MyQuotes?
  • How do I do a protection quote by payment amount?
  • How do I change my commission options on MyQuotes?

General MyQuotes Use

  • What happens when I submit a proposal from MyQuotes?
  • How do I log into myQuotes?
  • How do I use the commission capture feature?
  • How do I include a Key Information Document (KID) in my report?
  • How do I select a fund?
  • How does my fund choice show in the results screen?
See all 19 articles

Irish Life Financial Services ltd. is regulated by the Central Bank of Ireland. Irish Life Assurance plc. is regulated by the Central Bank of Ireland.

Irish Life Financial Services ltd and Irish Life Assurance plc Registered Office - Lower Abbey Street, PO Box 129, Freepost, Dublin 1. Phone: 01 704 2000, Contact Us

Irish Life Financial Services Registered Number 489221. Irish Life Assurance plc Registered Number 152576.

In the interest of customer service, we will record and monitor calls.

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