Joint pipeline tracking service from Friends Provident

The service will be underpinned by Origo’s New Business XML Tracking Standard and according to Positive Solutions will enable its 1300 adviser partners to keep track of their pipeline business electronically rather than verbally or by paper. Friends Provident and Positive Solutions believe the service offers IFAs accurate information on the progress of an application without the need for internet searching or follow-up calls to call centres. It also claims to improve commission reconciliation by providing accurate commission information electronically, as well as provide automatic update...