Openwork reports improved protection conversion rates with 'Personalised Risk Reports'

The system combines customer specific mortgage and protection costs with a risk assessment based on individual applicants' circumstances throughout the course of the mortgage. All information is displayed on screen in seconds with print options enabling the adviser to hand out, post or email the document to the customer at the touch of a button.  The combination of the Personal Risk Report, alongside the wider changes Openwork has made to the submission process, has already resulted in higher conversion rates and better protected customers, Openwork said. Protection sales in Novemb...