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sara.row
Tell me how it will help me
Xplan Risk Researcher makes finding and applying for the right product for your clients fast and efficient. With quotes generated in seconds, decisions and transactions can happen faster.
Pre-populated extranet links streamline the application process, reducing administration and data entry. You can be sure that by using Risk Researcher, you will meet the challenges that lie ahead for your business.
Tell me what it actually does
Xplan Risk Researcher is an interactive risk insurance comparator system for financial advisers. This web-based system provides pricing comparisons of risk insurance products.
Backed by the UK’s number one online sourcing portal, Xplan Risk Researcher providers access to the latest pricing information all within an intuitive and streamlined user interface.
If you are an Xplan user and would like to use the Exchange integration sourcing quotes directly within Xplan Risk Researcher, you can! Just follow the instructions here. You will need to be signed into the community to view the article.
More information can be found about the Exchange itself here
