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 client acceptance, can make the application through the CIExpert poral. CIExpert's Alan Lakey said ...
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