The UK’s number one sourcing site

The Exchange

Find and apply for the right protection products.

The Exchange is the UK’s market-leading quote and apply site 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.

With support and expertise from Iress, we have integrated The Exchange into our existing CRM system and deployed it to our 350 advisers.

London & Country

Five ways The Exchange can help:

  • Fast and accurate quotes
  • Comprehensive market coverage for protection, annuities and equity release
  • Sourcing on a restricted (panel) or whole-of-market basis
  • Pre-population of data and easy application for products via provider extranets
  • The UK's most established quote comparison and transaction software for financial professionals.

Discover how The Exchange can help your business.

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FAQs about The Exchange?

Our fact sheet includes everything you need to know.