iPipeline has launched a widget called LifeGenie designed to nudge advisers and consumers to think about protection needs, COVER can exclusively reveal.
The LifeGenie widget is embedded at the beginning of any sales or CRM process. It provides an automatic quote with suitable products, levels of cover, indicative prices and wording bespoke to the customers' needs. Following the prompt, it will put advisers into iPipeline's indicative SolutionBuilder quote service. Broker firm Life's Great told COVER that it has used LifeGenie in its client portal to provide accurate indicative quoting, giving clients instant access to protection quotes as soon as they make a mortgage application. Richard Hayes of Life's Great said: [This also ...
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