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Make the quotes for your clients in BAT

In BAT we have 3 applications integrated to make quotes for your clients, and it is faster on BAT. as pull the information from the information directly through the quoting forms. This means that once you create the client and enter his information in the fact find, you won't need to put that information again.

If you already have an account with any of the integrated applications you can use it in BAT, if you can not send us a request to create an account for you.

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Data migration

All data on added or entered on BAT is downloadable to excel.

Files that are attached are not stored on BAT. They are stored with Amazon Web Services AWS. When you leave BAT you can keep these documents in the same location, and take over the running costs of storage. You can then access them direc using any other compliance management system, or leave them in unstructured by searchable format in AWS.


User customization

Support hub

Documentation branded Component purchase – arrange and combine parts and elements as you see fit

Last changes made to BAT

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Created in current form


Partner auto fill fact find launched


Link to XERO


Intranet relaunched

Contact us, please.

Any query? Don't hesitate and write us an e-mail or give us a phone call. We will be glad to assist you.

Unit 1.7,
Andoversford Business Park
GL54 4LB
01242 80 70 10