Navigating the complexities of critical illness
Critical Illness plays a vital role in providing financial security during life’s most challenging moments. However, despite its importance, CI insurance remains under-sold, a concern highlighted in the CIExpert Critical Thinking Report 2024.
With many consumers lack awareness of the true value of CI cover, advisers often struggle to balance discussions around cost, quality, and customer needs.
A market-first integration to drive quality advice
The Iress-CIExpert integration fundamentally changes how CI advice is delivered. By bringing price and quality research together in one place, it eliminates inefficiencies and helps advisers focus on value over cost.
This first-of-its-kind partnership seamlessly integrates Iress' sourcing technology with CIExpert’s quality research, enabling advisers to deliver smarter, faster, and more tailored advice.
https://www.iress.com/software/sourcing/beyond-compare/
Designed to streamline the adviser experience, the Iress-CIExpert integration removes inefficiencies and enhances decision-making—allowing advisers to focus on what matters most: delivering the best advice for their clients.
Here’s how this game-changing technology supports smarter, faster, and more transparent CI advice: -
Export quotes into CIExpert (client, quote and premiums pre-populated)
Personal & Business protection supported (Level / Decreasing / FIB)
Historic comparisons supported (re-broking)
Ability quote / re-quote directly within CIExpert
Additional health information considered (BMI / ex-smoker)
Generate provider quote illustrations in CIExpert
Ability to apply from within CIExpert
Research information automatically returned (including historic)
Reports automatically returned
Bespoke reports automatically supported / returned
Insights Zone directly accessible
Details of any product amendments made in CIE returned
Two way integration available for partners
See it in action
Let us show you how in less than 10 minutes.
Speakers
- Georgie Rideout - Training Consultant
