IFA firm Sesame is piloting software which means advisers will no longer have to chase providers for information.
Instead, they will be able to track the progress of product applications through their desktops using software developed by IT firm Redland Business Solutions and data provider Assureweb. As each stage of an application – such as underwriting – begins and ends, messages are sent to Assureweb’s New Business Tracking Service which collates and displays them for advisers via Redland’s Insight New Business Tracking system. The system is similar to that launched by The Exchange in June last year. Mick Catherall, Redland director, says: “New Business Tracking is an integral part of our Sales ...
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