Smartr365 rolls out enhanced protection offering for brokers

The features were implemented to ensure the platform seamlessly handles the documentation of compliance and administrative tasks, Smartr365 detailed, to allow advisers more time for client communication. Advisers can now use the Smartr365 platform to move seamlessly between documenting client needs and sourcing protection quotes, Smartr365 noted, and choose a protection focused ‘Fact Find' view. The new features offer enhanced integration with Solution Builder to capture and sync multiple protection products and quotes, Smartr365 added. Advisers can also add multiple benefits per c...