Network of 170 advisers adds XPLAN Mortgage sourcing tool for immediate protection quote
Beneficial Life is to roll out IRESS's mortgage and protection sourcing solution XPLAN Mortgage to its network of 170 advisers as part of a three year deal. The partnership will aim to increase appointed representative and directly authorised numbers within the network through the use of technology. XPLAN Mortgage streamlines and simplifies the process for advisers placing mortgage cover, allowing for a protection quote to be returned at the same time as a mortgage quote. Integrated into...
Launching later in 2019
Considered least important
Research from Canada Life
Putting the tech into protection