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Announcing our "game-changing" live two-way integration with CIExpert

jane.irwin
Iress People

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: -

 

janeirwin_16-1741622574080.pngExport quotes into CIExpert (client, quote and premiums pre-populated)

janeirwin_16-1741622574080.pngPersonal & Business protection supported (Level / Decreasing / FIB)

janeirwin_16-1741622574080.pngHistoric comparisons supported (re-broking)

janeirwin_16-1741622574080.pngAbility quote / re-quote directly within CIExpert

janeirwin_16-1741622574080.pngAdditional health information considered (BMI / ex-smoker)

janeirwin_16-1741622574080.pngGenerate provider quote illustrations in CIExpert

janeirwin_16-1741622574080.pngAbility to apply from within CIExpert

janeirwin_16-1741622574080.pngResearch information automatically returned (including historic)

janeirwin_16-1741622574080.pngReports automatically returned

janeirwin_16-1741622574080.pngBespoke reports automatically supported / returned

janeirwin_16-1741622574080.pngInsights Zone directly accessible

janeirwin_16-1741622574080.pngDetails of any product amendments made in CIE returned

janeirwin_16-1741622574080.pngTwo way integration available for partners

 

See it in action

Let us show you how in less than 10 minutes.

Speakers

  • Georgie Rideout - Training Consultant

 

Attachments