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: 
Help Guide: The Exchange
Understand how to use your software for the best outcomes
cancel
Showing results for 
Show  only  | Search instead for 
Did you mean: 

Income Protection Product Features on The Exchange

oluwatomi.adeogun
Iress People

Overview

The demand for better product clarity

As more products emerge with value-added services, additional features and provider specific terminology, advisers are looking for clarity around these enhanced product offerings. 

To help bring this clarity to the new protection products on the market, Iress has introduced further enhancements to The Exchange Income Protection service. 

Free for all Exchange users, Features allows advisers to perform like-for-like comparisons against all providers as well as create feature comparisons reports for these products giving a clear, detailed view of which is right for their clients.

 

Let us introduce you

Features is the result of extensive work with the industry to standardise product providers’ specific interpretations of protection features and introduce standardised definitions that make it easier for advisers to understand and compare products.

With the introduction of Product Features on Income Protection products, Iress is now allowing Advisers to compare up to 12 product features in two simple to use feature comparison reports.

 

Features on Income Protection at a glance

Quickly see which features are supported on the Income Protection service.

  • All features are displayed; those supported by the providers are highlighted
  • Features highlighted as available are part of the quote returned 
  • Collective feature definitions are provided
  • Direct links to provider extranets/documents to find out more

 

See it in action

Let us show you how in just 5 minutes.

 

Speakers

  • Stephen Cowdell - Business Development Manager

 

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.

 

Join the conversation

Why not follow us on LinkedIn and find out how we're making it easier for advisers to research, quote and apply for clients' mortgage, protection, retirement, savings and investment needs.

 

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