Show clients you're adding value, by doing less.

Demonstrating the value of financial advice isn't just about delivering great client outcomes. It could be something as simple as providing that quote at exactly the right time or getting a plan in place faster than your client expected. Or what about reducing data capture and form filling to make your clients’ financial planning experiences so much simpler? Because sometimes adding value is about the things you don’t do, as much as what you do.

Sourcing, quoting and applying for financial products is easier and more efficient when you have access to a wide online marketplace of products from leading providers, plus access to a wide range of innovative online services designed to make doing business simpler and more profitable.

 

Business benefits

Quote & Apply solutions - The Exchange

  • Online sourcing from the industry's leading comparison portal
  • 36,000 registered users
  • Compare protection, pensions, annuities, investments, equity release, bonds and general insurance products 
  • Quotes returned in seconds
  • Leading online new business services
  • Improves efficiency to help reduce costs 
  • Automation reduces repeat data capture and risk of errors, improving accuracy
  • Apply online from wherever you are using your tablet or smartphone

Related solutions

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