Iress and CIExpert have partnered to launch a two-way, real-time integration software for advisers.
The functionality, which Iress claims is an industry-first exclusive, brings price and quality research together in one place.
It is available on Iress’ sourcing platforms, The Exchange and Xplan Mortgage. It can also be added to an advice firm’s own CRM upon request.
The live two-way integration builds on a previous one-way integration from CIExpert into The Exchange.
This has already helped advisers and brokers save time while making the best possible decisions for their clients when it comes to critical-illness cover.
The integration software was unveiled today (28 January) at The Zurich offices in London.
An audience of advisers, distributors and insurers heard of the “game-changing” nature of this integration product.
Warren O’Connell, Iress head of business development for sourcing, said the product was developed to streamline the integration process for advisers.
He said: “We know how vital the comparison process is in ensuring recommendations match the client’s individual requirements.
“We also know it’s important to speed up both the recommendation and associated compliance processes to help advisers and brokers spend more time on value-added tasks rather than admin.”
LifeSearch chief operating officer Paula Bertram-Lax praised the simplification of the integration process, noting that it will help improve adviser engagement and client outcomes.
Nick Erskine, Zurich’s director of distribution, added that the tech upgrade could bolster advisers’ protection conversations with clients.
Paul Roberts, proposition director at CIExpert said the solution will make the advice process “simpler, faster and easier”.
Speaking earlier, Alan Lakey, founder of CIExpert, said: “This innovative solution creates a seamless connection between systems, enabling advisers to evaluate client options more efficiently while ensuring that compliance support is centralised in one place. This represents a significant milestone for both advisers and their clients.”
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