Getting a Quote Matrix Using the Multi-Policy Service

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Overview

Are you aware that there is an easy and efficient way for you to compare premium prices for any service on The Exchange with varied quote inputs?

The Multi-Policy service allows you to add up to (5) policies with varied quote inputs. The quote results are summarised into a package view containing a quote for the different level and premium prices all in one page for ease of comparison.

This method is useful when clients are in need of a protection product but they are not sure of what amount to take. It makes it easier to vary the quote inputs of the product and compare the results of the quote on a single page.

As an adviser you can easily present this comparison on the quote result screen showing different premiums for the service selected to your client to ease the decision making process.

See it in action

Let us show you how with a simple scenario in just 2 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

Join the conversation

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https://www.linkedin.com/showcase/life-pensions-mortgages