MortgageStream launches life & GI sale system
The system has been designed for adviser firms that specialise in giving advice on life and general insurance and includes dedicated fact finds for each separate business type as well as a combined fact find for when multiple product types are required.
Advisers can record details of all existing policies and quote on new policies with full management information and compliance reporting available across all policy types.
Paul Holden, sales director at MortgageStream, said: “Over the last few years many brokers have expanded into new areas giving advice on a range of life, critical illness as well as general and motor insurance.
“We have therefore expanded our range of products and services by creating BrokerStream to accommodate their needs in a fast moving market.
“The recent integration to Assureweb & GIology gives our customers single data entry access to the leading providers for quotations and online application with full documentation saved back to the brokers own desktop in the relevant client files in the software.
“This completely eliminates rekeying of data, increasing accuracy and efficiency. Further integrations are planned for the future and so we are delighted to be able to offer new functionality to a wider broker audience.”