The Right Mortgage and Protection Network has added a health fact find feature for its advisers from mortgage and protection platform, Acre.
The Health Fact Find enables advisers to record a client's health information around medical history, general lifestyle, diagnosed conditions, medications, GP and family medical information, among others. According to the network, this will deliver "comprehensive" data capture tools to support and simplify the protection, private medical insurance (PMI) and equity release advice processes. This will be available as a new section on Acre for all protection and health cases, and it will sit under the existing fact find area. It includes features such as auto-calculated BMI based on e...
To continue reading this article...
Join COVER for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, key trend analysis and industry insights.
- Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
- 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.
