NEW: Contract enquiry valuations from Royal London

This one feels like a long time coming but we're absolutely delighted to share the good news that the first provider has gone live via Origo's valuation endpoint. To recap, this is one of the old "contract enquiry" style integrations where Unipass certificates are required in order to verify the adviser with a provider to get valuation data.

Before you get too excited and enable the new Royal London integration, please go upload your Unipass certificate as per our support doc here:

https://support.plannrcrm.com/en/article/unipass-certificates-12i97xk

Once that's been uploaded and verified, you can then turn on the Royal London valuation as per normal under the settings > addons and every night we'll go and collect valuations for any plans that have a correct policy number with Royal London.

As a side note, we're now working with Origo to get all the other providers live too from the list here: https://origo.com/origo-services/origo-integration-hub/origo-integration-hub-matrix

The Royal London integration is going live initially to our early-access testers as per our article on our community (https://community.plannrcrm.com/c/developer-discussions/royal-london-via-contract-enquiry-guinea-pigs-please) so if you're keen to be one of the first to use it please get in touch.

Once this has been tested successfully with a few firms we'll get this opened up to everyone.

What do you think about this update?