Quay Software Solutions, a specialist software provider, has launched the latest version of its data processing system, Client Care Desktop.
The update includes Webline’s quotation and online-apply portal with Clarity, Synaptic Systems’ in-depth research product.
The software also allows intermediaries to analyse client portfolios without having to re-key information. The system means advisers can process data efficiently and avoid duplication and error.
Mitchell Philpott, chairman of Quay Software Solutions, told IFAonline: “Advisers can pre-populate quotations and research and from the quotation they can pre-populate people’s applications. Once the application is accepted and on risk by provider, commissions can be settled electronically. On an ongoing basis the provider can communicate electronic updates to the policy values.”
The update uses support for electronic valuations including four new providers; Scottish Equitable, Legal & General, Norwich Union and Zurich.
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