The Exchange has launched an updated version of its AdviserNet Web Builder tools which now allow clients to gain comparative quotes from an intermediary's website.
Ahead of depolarisation and the drive for greater ‘shopping around’, the Exchange has revised its tools for IFAs in the hope it will encourage clients to seek advice once they complete initial research as well as cut the amount of time an adviser needs to spend with a more-informed client.
Not only does the tool give the IFA a chance to pick up additional business revenue, but the additional software can also be ‘plugged in’ to any existing web package, says David Child, managing director of the Exchange, regardless of whether or not the intermediary already uses the Exchange tools.
A customised version of the Exchange AdviserNet quotes service covers term assurance, critical illness, mortgage protection, mortgages and equity release, alongside the ability to purchase general insurance products and mutual funds from the IFA’s website.
IFAs can choose from one of six web designs before personalising the information and branding, at a cost of between £35 and £65 per month.
Term assurance applications can also be completed through the web system before being forwarded to the IFA for completion, and an array of additional tools, including access to Moneyfacts and interactive calculators, are included as part of the package.IFAonline
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