CIExpert upgrades to support advisers performing CI reviews

clock • 1 min read

CIExpert has upgraded its website to allow advisers to make comparisons between new and existing policies when reviewing the merits of replacing a client's existing policy.

The additions enable the review of historic policies from Allied Dunbar Lifestyle and Mortgage Protector policies, J Rothschild Assurance, Scottish Mutual Pegasus, Scottish Provident Pegasus and St James Place.

CIExpert said with the improvements to critical illnesss policies in recent years it is "increasingly important for advisers to review the quality of their clients existing critical illness policy and to consider whether an upgrade is in the client's best interest. "

Alan Lakey, director of CIExpert said: "This extends the range of policies where we can provide the clarity of research and analysis that adviser's need to review the options with their clients."

Barry Pappin from adviser firm Vita said: "It's great to see CIExpert extending this capability, the information that the system provides enables us to rapidly assess the options available to a client and, just as importantly, enables us to convey the information to them in a way that is easy to comprehend.

"Wording definitions can offer what appear to be subtle differences but may carry a significant impact and the system quickly highlights these to the adviser".

Further reading 

What are the risks of not upgrading a CI policy?

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