The Exeter has launched a new multi-benefit platform aimed at simplifying the process for financial advisors who offer income protection (IP) and life insurance products. This platform allows advisors to generate multiple quotes simultaneously, with client information automatically carried through to the application stage.
Advisors will benefit from upfront visibility of ratings, exclusions, and any required medical evidence. Steve Bryan, director of distribution and marketing at The Exeter, emphasized the platform’s intuitive design, stating, “The experience has been designed to be intuitive, providing advisers with information about ratings, exclusions or any further information needed…”
