Openwork has made available LifeQuote's outsourced protection case management to its firms.
The service will allow Openwork advisers to pass their post client recommendation administration to LifeQuote to manage to completion. The LifeQuote system integrates with iPipeline's SolutionBuilder platform, Openwork's chosen protection platform. The integration enables advisers to research and quote on chosen protection products, and then they can choose to pass the case over to LifeQuote's dedicated team of case managers based in Chichester. Openwork recently said that 3,500 adviser...
Following 'digital transformation'
5.4 million 'microbusinesses' in the UK in 2018
'Client barriers are only half the battle'
‘Personalised protection advice’
They are also less protected than men