Lincoln Financial Group is set to launch an intermediary extranet service for its Lincoln i2Live products, targeting the retirement planning market.
The service will be supplied by Focus Solutions which has provided ecommerce solutions to life and pensions providers over the past 12 years.
It will provide support for financial advisers selling and servicing financial services products
The service has been designed to improve the adviser experience, be simple to use and easy to integrate into existing systems, Focus Solutions says.
It will include an extranet framework with a case management facility, illustration data capture and integration to a pre-sales quotation engine, provided by the Pensions Actuarial Service (DSTiPAS.)
These features will help advisers generate bespoke pension product illustrations for their clients on the site.
Future features will enable advisers and Lincoln administrators to track transfer payments, obtain valuations and re-assign cases electronically.
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