on - last edited on by
sara.row
Tell me how it will help me
The Exchange is the market leading online quote and apply portal for financial intermediaries. It makes finding and applying for the right products easy, helping you find the right solutions for your clients.
Tell me what it actually does
Our web-based software gives you the ability to research, quote and compare a client’s protection and retirement needs across the market.
You can review your client’s protection needs easily and maximise how products are packaged together by comparing single and multi-benefit products side by side.
The Exchange speeds up applications and helps to reduce errors via seamless data transfer with prepopulated applications—all at the touch of a button.
To find out more, click here
If you are an Xplan user and would like to use the Exchange integration sourcing quotes directly within Xplan, you can! Just follow the instructions here. You will need to be signed into the community to view the article
