Term Product Features on the Exchange

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Overview

Same Product, More Clarity on Value

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

Advisers have always had difficulties relaying all the benefits a product offers to their clients and are looking for clarity around these enhanced product offerings.

Free for all Exchange users, Features allow 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 Term products, Iress is now allowing Advisers to compare up to 10 product features in two simple to use feature comparison reports.

Features on Term at a glance

Quickly see which features are supported on the Term service.

• All features are displayed; those supported by the providers are highlighted
• Features highlighted as available are part of the quote returned 
• Included in the premium
• Based on the returned benefits (Life / Critical Illness)
• 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 a few minutes.

Speakers

• Jane Irwin - Protection Product 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.

• 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

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