CIExpert has announced a new partnership with Iress that will provide advisers with straight-through policy quotes and applications for critical illness policies.
As a result of the partnership, advisers will be able to retrieve policy quotes directly through the CIExpert portal, compare prices and make an application in "one single environment." Advisers with an Iress account can retrieve policy quotations directly through their CIExpert portal, with client details and quote requirements entered providing automatic processing of quotes. Once policy prices have been evaluated, advisers are then able to select their recommendation and following cl...
To continue reading this article...
Join Cover
- Unlimited access to real-time news, key trend analysis and industry insights.
- Stay on top of the latest developments around Covid-19, regulation, diversity and mental health.
- Receive breaking news stories straight to your inbox in the daily newsletter.
- Members only access to monthly programme 'The COVER Review'
- Be the first to hear about our CPD accredited events and awards programmes.
