LifeQuote's Intelligent Protection lets advisers calculate quotes based on clients' insurance needs and outgoings, writes the firm's managing director, Michael Ward
The recently launched Intelligent Protection from LifeQuote is a software package aimed at offering advisers a quicker and more client-friendly plain English protection recommendation as well as providing a comprehensive suitability template text for the adviser to personalise. The quotation tool has been designed not to ask the users what type of policy they want a quote for. The idea is that the adviser tells the system about each client's circumstances and the system recommends which insurance options would be appropriate for each client. It is a sort of "expert system" for protectio...
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