Caspian Insurance integrates in-house CRM system with UnderwriteMe’s Protection Platform
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...
However only 48% advisers saw protection sales grow
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