Provide virtual advice to your clients via Suitebox

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Using our open API, Midwinter have seamlessly integrated with Suitebox, allowing our users the option of carrying our video meetings online and provide virtual advice. This means that you will have the ability to hold video conferences and remote meetings with clients who are not able to make or would prefer not to have a face-to-face meeting. With this add-on to your current subscription, you will be able to carry out –

  • One to one video meetings from your laptop, PC or IPad
  • Walk through any documents with your clients remotely, collect signatures and stored updated and completed documents within AdviceOS
  • Capture important moments as video clips from within the meetings and have them stored within AdviceOS
  • Have all stored videos and documents readily available within Client Records to refer to later for reference or audit

 

Setting up your free trial to SuiteBox is easy! All you need to do is click HERE and follow the prompts to set up your trial user access.

 

Why choose Midwinter ?

ADVICE FOCUSED

ADVICE FOCUSED

Designed to make the advice process easy

CUSTOMER SUPPORT

CUSTOMER SUPPORT

Qualified customer support staff

PROVEN TRACK RECORD

PROVEN TRACK RECORD

Award winning software

SECURITY FOCUSED

SECURITY FOCUSED

Designed with strict security protocols

WEB BASED

WEB BASED

Available anywhere at any time

COMPLIANCE FOCUS

COMPLIANCE FOCUS

Designed with your compliance needs in mind

INDEPENDENCE

INDEPENDENCE

Independent from dealer groups and product providers

ENGAGE YOUR CLIENTS

ENGAGE YOUR CLIENTS

Client focused tools that add to your value proposition

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