Personal Touch uses iPipeline’s SolutionBuilder
SolutionBuilder provides automated pre-populated client data, while it automatically saves compliance documentation against client records.
Ian Teague, managing director of iPipeline UK, said: “We are delighted to have been chosen as Personal Touch Financial Service’s preferred protection integration partner, delivering SolutionBuilder to their members.
“This will allow their members to research, quote and apply in a faster, more efficient way, with the ability to upsell and cross-sell and to compare multi-benefit against single benefit products in a single view, enabling better covered clients.”
He added: “Since launch earlier this year, SolutionBuilder users have experienced an overall increase in income protection being sold but more specifically an increase in both average monthly premiums at 10.8% and average benefits per client at 17.9%. We look forward to working with Personal Touch Financial Services to achieve further benefits.”
Personal Touch advisers can attend a series of training events, webinars and roadshows to bring them up to speed with the new service.
Charlotte Nixon, Personal Touch’s protection propositions manager, said: “Choosing to partner with the industry’s best of breed technology suppliers to create a market-leading adviser technology solution is vitally important to us.
“Our members are already impressed with the functionality of our own Toolbox system and partnering with the team from iPipeline we can bring together the very best protection solutions.
“Our focus was to create a simple and efficient process for providing protection advice, ensuring our members have the tools they need to deliver full holistic protection solutions quickly and easily. We are really pleased to have completed the new SolutionBuilder integration work and already very excited about the additional benefits it will bring to our adviser firms and their clients.”