WHo we help
Pivotal is keen to invest in existing mortgage and protection businesses that are profitable and have ambitious growth plans. Pivotal is looking to help prospective partners increase their opportunities and optimise their relationships with existing clients.
Pivotal has teamed up with PRIMIS, the award-winning mortgage and protection network, who have a track record of helping businesses increase their sales including the penetration of life insurance advice sales. This also means that firms working with Pivotal will become Appointed Representatives of PRIMIS and will be using the highly rated CRM ‘Toolbox’ that is owned by PRIMIS.