Effortless Access to Provider Documents Across all Protection Services

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Overview

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We are delighted to share that, in response to adviser feedback and our commitment to supporting consumer duty, we have implemented enhancements across all protection services. These improvements include the addition of a new "Documents" tab on the right-hand panel of the quotes result screen, offering direct access to provider documents, tools, webpages, and personalised client illustrations.

This further streamlines the adviser journey resulting in a smoother and more efficient research process with fewer disruptions, reduced search time, and the convenience of having all critical documents and tools within a single tab.

Let us introduce you

Provider product documents and illustrations were previously found within the quote details page. We have now removed them from this page and added them directly to the quote results screen.

Advisers can now access provider product documents, client illustrations and provider webpage within the new “Documents” tab  on the right hand panel of the result screen. This new “Documents” tab has also been made the selected tab by default when advisers are on the quotes result screen on the Term , Income Protection and Whole of Life service. 

All documents associated with a product are grouped into different categories and the number of documents available in each category is specified. Advisers can simply expand these categories and select the document/link they want to access and it will open in a new tab.

We will show you how to access provider documents and personalised client illustrations across all protection services on the result screen in the next section.

See it in action

Let us show you in just 3 minutes.

Speakers

• Georgie Rideout - Training Consultant

Find out more

Want to know how The Exchange makes finding and applying for the right products easy, helping you find the right solutions for your client's.

• Talk to your Iress account manager or contact sourcing@iress.com to find out more
• Give us a call on 03450 530 490
• Attend one of our regular free training sessions (Select a date and book online) 
• Download our Fact sheet

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