The Right PMI Network updates quote engine

clock • 1 min read

The Right PMI Network has announced a number of developments to its PMI sourcing system, PMI Quote.

  The network has added an automatically generated, fully-compliant fact find and suitability letter. Advisers will also have the ability to store and save client details, the option to generate either a full quote or a quick quote and add on discounts from providers. Other developments to the sourcing system include an e-signature function that allows clients to sign documents on their smartphone or computer, without the need to print or scan documents. Amanda Wilson, head of The Right PMI, said: "Our advisers and I think that it is the most efficient quoting system available i...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on PMI

Three quarters of adults say private healthcare is unaffordable
PMI

Three quarters of adults say private healthcare is unaffordable

Benenden Health research shows

Jaskeet Briah
clock 26 March 2024 • 2 min read
NFP acquires PMI intermediary
PMI

NFP acquires PMI intermediary

Bolstering employee benefits capabilities

Jaskeet Briah
clock 26 March 2024 • 1 min read
Corporate demand drives insured private health admissions
PMI

Corporate demand drives insured private health admissions

Self-pay admissions are plateauing

Jaskeet Briah
clock 25 March 2024 • 2 min read