Eight out of ten advisers believe online valuations of clients' policies have been the most important business e-development, according to a poll conducted by 1st Software.
A study of over 400 independent financial advisers and mortgage intermediaries revealed technology has already cut the amount of time intermediaries spend on paperwork, however, 81% of those questioned say online valuations are the most important development to help their business. Details of the 1st Software poll reveal over half of all advisers questioned (56%) not only use online quotations and product literature, but also use online valuations and e-submission services to smooth the business process. That said, despite the obvious advantages of e-business usage, more than one in f...
To continue reading this article...
Join Professional Adviser for free
Signup and gain exclusive members-only insights
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes
