Life Insurance Review and Referral Management (KPRM Platform) - Iress Open Integration

[melanie.meadwell]

Integration overview

This integration has been built by the third party to connect to your Xplan site via the standard integration template. Iress do not charge for this service and it can be enabled by your own site administrator using the Iress Open setting within your Xplan site.

• Integration overview
• Integration summary
• Setup instructions

Integration summary

Solutions for general insurance, accounting, lending, legal and financial planning professionals.

Software type: Portal

Locale:  Australia, New Zealand

Contact details for integrator: Email: support@kprm.com.au Phone: 02 8543 7099

Website for integrator: www.kprm.com.au

Description provided by the integrator:

KPRM is a life insurance management platform for professionals such as Investment Focused Financial Planners, Accountants, General Insurance Brokers, Mortgage Brokers and Lawyers. The KPRM Platform integration with Xplan enables life insurance advisers to work with their professional referral partners more efficiently and ultimately grow their revenues and client base. The integration also allows investment focused financial planners to automate their life insurance review offers and refer, track and manage their clients life insurance advice needs with their preferred risk advice specialists, in minutes. 

Setup instructions

Integrations are a connecting doorway between two systems and you will need to enable these from both the Iress Xplan and the Third Party integrator side before they can be used.

In Xplan: 

This integration follows the Standard Integration pattern:

• If you manage your own site: You can enable the integration yourself using this guide. Note that this must be undertaken by your site administrator.   
• If you are part of a network or dealer group: Please refer to your organisation’s support team who will undertake this on your behalf.
• If you outsource your site administration to Iress:  This integration may already have been enabled. Please contact your Iress Account Manager who will be able to confirm or raise the necessary request to progress this on your behalf. Terms and conditions are included in your managed service agreement. For details, see our website under Integrations available via Iress Open (Xplan and Private Wealth). 

In your third party integrator software: 

Please contact KPRM using the contact details above to activate for your practice. Once activated, KPRM will help your practice’s Xplan admin with setup (15 minutes). From there the functionality to sync clients and threads/tasks is simple with automatic updates.