Caspian becomes first adviser firm to unite with UnderwriteMe

UnderwriteMe has announced that Caspian Insurance is the first adviser firm to access its Protection Platform by application programming interface (API) and integrate it into its own customer relationship management (CRM) software. The Manchester-based life insurance intermediary has used the Protection Platform since 2018 and the API integration allows advisers to start protection applications in one place. The integration also brings automated document retrieval and data analytic capabilities to the adviser market, which includes the use of automated emails post-sale. According to U...