Quick, easy

The Exchange makes finding and applying for the right product for your clients fast and efficient. 

Do business faster

Online services speed up transactions and reduce the cost of advice, improving your service and profitability.

The leading portal

Access a comprehensive range of products and providers in one place and innovative quote services and tools.

Features

  • Perform comprehensive comparison quotes online
  • Over 350 products from all the leading providers.
  • Covers protection, investments, pensions, annuities and general insurance
  • Free services included as standard
  • Optional premium services including our award-winning Annuities and Equity Release services
  • Panels set up for the main networks and providers

Benefits

  • Access a wide range of products and providers in one place
  • With quotes generated in seconds, decisions and transactions can happen faster
  • Pre-populated extranet links and automated application tracking saves time and reduces errors
  • Streamlines and automates processes, reducing administration and data entry
  • Improves efficiency, driving down the cost of advice

Protection package

  • Innovative Protection quotes service
  • Compare and quote up to five benefits at once, for single or joint lives
  • Covers a wide range of policies and providers
  • Option to source Multi-policy quotes, already pre-populated with your data
  • Included in the subscription free of charge

Protection package service

Introducing our latest innovative quotes service on The Exchange. Save time and increase revenue by quoting and comparing up to five benefits at once including multi policy.

What our customers say

See it in action

Call us for a demo.

Contact us today

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