Openwork has made available LifeQuote's outsourced protection case management to its firms.
The service will allow Openwork advisers to pass their post client recommendation administration to LifeQuote to manage to completion. The LifeQuote system integrates with iPipeline's SolutionBuilder platform, Openwork's chosen protection platform. The integration enables advisers to research and quote on chosen protection products, and then they can choose to pass the case over to LifeQuote's dedicated team of case managers based in Chichester. Openwork recently said that 3,500 adviser...
Launching later in 2019
Considered least important
Research from Canada Life
Putting the tech into protection