automation

Professional skills: What mortgage advisers hope the client won't ask about

Vitality Mortgage Protection

Professional skills: What mortgage advisers hope the client won't ask about

“The gap speaks for itself”

clock 19 February 2026 • 4 min read
COO appointment for National Friendly

Insurer

COO appointment for National Friendly

Duncan Reeves takes the role

clock 03 February 2026 • 1 min read
One in five adults abandon the protection journey: AMI

Individual Protection

One in five adults abandon the protection journey: AMI

47% abandoned the process after receiving a quote

clock 05 November 2025 • 3 min read
VouchedFor partners with Plannr to integrate client survey tool

Technology

VouchedFor partners with Plannr to integrate client survey tool

Elevation will be placed into PlannrCRM

clock 19 August 2024 • 1 min read
INSTANDA appoints interim chief AI officer

Technology

INSTANDA appoints interim chief AI officer

Professor Andy Pardoe takes the role

clock 13 August 2024 • 1 min read
BrokerIQ Solutions launches adviser software

Technology

BrokerIQ Solutions launches adviser software

"Legacy systems are leaving advisers frustrated"

clock 07 August 2024 • 1 min read
Holloway Friendly joins UnderwriteMe platform

Income Protection

Holloway Friendly joins UnderwriteMe platform

Following adviser feedback

clock 06 June 2024 • 1 min read
Swiss Re extends underwriting partnership with Appian

Underwriting

Swiss Re extends underwriting partnership with Appian

Automated underwriting process

clock 05 June 2024 • 2 min read
95% of advisers unprepared for AI integration

Technology

95% of advisers unprepared for AI integration

One in five want to have no manual processes

clock 16 May 2024 • 1 min read
The state of AI, automation and accessibility

Individual Protection

The state of AI, automation and accessibility

“Protection needs to be an easier purchase”

clock 05 February 2024 • 5 min read