Personal Touch links with Assureweb

Advisers now have access to fully tailored quotes using the Toolbox system, at no extra membership cost. With the integration, advisers no longer have to contact providers direct for complex product or multi-benefit quotes and all results can be viewed in a graph format. PTFS protection development manager Lisa Rogers says the system will save advisers time by reducing re-keying and producing multi-quotes within seconds. “The system can produce many variations of quotations from all the market leading providers with a click of the mouse, and all compliance documentation is saved against...