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Help Guide: The Exchange
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Multi-Benefit product features in The Exchange

Community Manager


The demand for better product clarity

Forget comparing on price, most protection products now come with a host of value-added services, additional features and provider specific terminology.  

While all these additional benefits are great for customers seeking cover, advisers find it increasingly difficult to relay all the benefits products offer to their clients and are looking for clarity around these enhanced product offerings.

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 Multi-benefit products, Iress is bringing together all the product features for both Income Protection and Term & Critical Illness benefits allowing Advisers to compare up to 18 product features in two simple to use feature comparison reports.

Features at a glance

Quickly see which features are supported by each product.

  • All features are displayed; those supported by the product are highlighted
  • Features highlighted as available are part of the quote returned 
    • Included in the premium
    • Based on the returned benefits (Life / Critical Illness / Income Protection)
  • Collective feature definitions are provided
  • Non-contractual features are highlighted
  • Provider information around key product highlights displayed
  • Direct links to provider extranets/documents to find out more


See it in action

Let us show you how in just 5 minutes. 



Date: 12th December 2022

Sound: Has sound

Time: 5 minutes



  • 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.


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