Compare the market (or similar)

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.

Please authenticate to join the conversation.

Upvoters
Status

Rejected

Board
💡

Feature Request

Tags

Integration

Date

About 4 years ago

Author

Shaunagh Wilson

Subscribe to request

Get notified by email when there are changes.