Have you considered an integration with compare the market or similar, within the client portal? The client portal then becomes that clients go to place for EVERYTHING including general insurance. Even though the adviser is not involved it makes the advisers technology impressive and strengthens the relationship. It would be even better if it could also pull back data showing any plans purchased and include the premium in the clients expenses and even save policy documents.
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Rejected
Feature Request
Integration
Over 3 years ago

Shaunagh Wilson
Get notified by email when there are changes.
Rejected
Feature Request
Integration
Over 3 years ago

Shaunagh Wilson
Get notified by email when there are changes.