Mortgage adviser network Personal Touch Financial Services has teamed up with technology firm eKeeper to support the launch of a new ‘AssuranceKeeper' service.
Aimed at providing directly authorised advisers with protection policies and remuneration options, the new AssuranceKeeper life assurance quotes service will form part of the popular MortgageKeeper CRM system.
Advisers using the service will have access to an automated quote facility on life, critical illness and income protection products with an automated e-document service providing illustrations, comparisons and key features documents.
Personal Touch also said it will support AssuranceKeeper by offering its directly authorised adviser users exclusive access to its protection products, with all the associated discounts and special remuneration deals available.
The new service goes live on July 1st and although the normal license fee for AssuranceKeeper will be £12.00 per month (+VAT), any advisers signing up to the new service before the end of 2014 will be able to use it free of charge.
David Carrington, marketing director of Personal Touch Financial Services, said:
"This is a very exciting partnership for us, representing a major step into an additional new distribution channel for our protection products with the directly authorised adviser sector.
"AssuranceKeeper will benefit from being able to give access to our very competitive protection panel products to DA users on the same terms as our own network members".
