Tag: Paul Yates
This allows for a completely digitised mortgage and protection advice process. Smartr365 streamlines the process of obtaining a professionally advised mortgage using its fully end-to-end and secure system, allowing advisers to manage their clients’ portfolios in one place.
Nine in 10 (90%) advisers want to see products for conditions such as diabetes, cholesterol and blood pressure, while two thirds (67%) want products for groups like the self-employed, renters or new parents.
SolutionBuilder allows advisers to compare protection needs within a responsive user interface.
The solution by iPipeline is a client-centric, research, quote and apply solution.
Advisers can research and quote multiple products including life, critical illness and income protection.