Exweb tools to speed up sales process

IFAs will be able to store their client database within the portal so they can pre-populate most quotes and new business submissions through Exweb. Given the growing need for administrator access on the portal, the Exchange has also developed an administrator license which allows a single administrator or paraplanner to log in to a number of adviser Exweb accounts and provide the necessary support at key stages of the sales process. New services are being rolled out to the intermediary market during July and August following collaboration with several product provider and intermediary...