Setting Your Preferences On The Quote Input Screen

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Overview

Flexibility and tailored experiences have become the cornerstone of user satisfaction. At The Exchange, we understand the importance of making provision for individual preferences.

Are you aware that The Exchange allow advisers to select and set their preferred default quote input options across all our protection services?

Selecting the “My preferences” option placed in the bottom left corner on the quote input screen allows an adviser  to set their own preferences or default values, which are then saved and pre-populated for subsequent quotes.

Advisers can set different preferences for the different types of products available under each service as well as set a default for commission. When these changes are made, select the “SAVE & RETURN” option for these changes to take effect.

If for any reason, an adviser wishes to return to the original system preferences, they just need to select the “Reset All” option in the bottom left corner of the screen where they made the initial change.

This feature is available on all protection services included Multi-benefit and Multi-policy.

See it in action

Let us show you how with a simple scenario 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

Join the conversation

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