Not all information is visible. Please log in or register to see more.
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 
Consumer Duty: The Exchange
Our thoughts on Consumer Duty and how we support it
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Protection - BMI - Greater price certainty

jane.irwin
Iress People
janeirwin_0-1685630024755.png

BMI is one of the most common reasons for customer pricing to change from the initial quote.

By adding a client's height and weight, advisers can provide their clients with a more accurate quote up front for term, whole of life, income protection, critical illness, multi-policy and multi-benefit products.

 

This enhancement allows advisers to manage expectations for clients with a high BMI, more simply and with a far greater degree of certainty around cost at the point of sale.

 

Key Features

 

janeirwin_1-1685437383455.pngOptional - BMI information is optional and can be added per life
janeirwin_1-1685437383455.png BMI - Height and Weight (optionally Waist) can be added in metric or imperial
 
janeirwin_2-1685437494730.png
 
janeirwin_1-1685437383455.pngPremiums  - Premiums returned reflect price taking BMI into account
 
janeirwin_0-1685438234024.png

 

Next Steps

If you would like to know more about how Iress The Exchange can support you deliver the principles of Consumer Duty, then please contact your Iress representative.

Alternatively, our team of experts are here to help you

Email - sourcingadoption@iress.com

Call us - 03450 530 490

Attachments