Protection sales support service, LifeQuote, has updated its Customer Relationship Management (CRM) and quoting system in a bid to remove barriers towards protection advice.
The updates were designed to improve capacity and generate quotes faster, making it easier for advisers and customers to put cover in place, according to the support service. The developments will apply to LifeQuote's Sell Online service which offers firms a non-advised sales option. It provides clients quotes that they can compare and apply with via an intermediary's quoting system. Meanwhile the updates for the CRM platform focus on better data integration and reducing the time for completing tasks during underwriting. The changes also help improve LifeQuote's case tracking syste...
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