Smarter sourcing Better business
The Exchange
The better way to source the right protection and retirement products
The Exchange is the UK’s market-leading quote and apply portal for financial professionals. It makes finding and applying for the right products easy - saving time and reducing the cost of advice.
The Exchange provides the ability to research, quote and compare clients’ protection and retirement needs quickly and easily. It generates real-time quotes in seconds and applications are automatically pre-populated with client data—so it's easy to apply online at the touch of a button.
The protection and retirement sourcing portal trusted by the industry
- The UK's longest established portal supported by all the leading providers and 38,000+ users, with service availability of 99.95%
- Comprehensive range of protection, annuities and equity release products, and more than 120 million quotes and 500,000 new business transactions a year
- Automatically compares single against multi-benefit products on a single screen, with the option to compare up to five protection benefits at same time
- Developed for speed and accuracy, with no re-keying and applications pre-populated at the touch of a button
- Unlimited 24/7 access, with an extensive range of support tools, from only £10 a month.
Join the UK's number one marketplace and connect with the leading providers and 38,000 users.
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Introducing Xplan Mortgage, powerful mortgage and protection software on the same platform.
Xplan Mortgage helps you deliver an even better mortgage and protection experience by bringing together Trigold & The Exchange data on one platform, accessible from all digital devices.
