1st - The Exchange enhances annuity platform service
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1st - The Exchange has launched an enhanced workflow capability to its real time annuity platform.
Clients’ personal details, including smoker status, lifestyle factors and any medical issues are now collected at the beginning of the business process via a dedicated annuitant section on the Exweb system.
The new service also enables users to quote for both combined protected and non protected sources within one process.
The software provider has also merged its IVPP and OMO services, enabling access to these different products from the same service.
In addition, all indicative quotations have also been removed, with real quotes now returned directly from the provider, ensuring advisers and their clients receive the most accurate results possible.
1st – The Exchange managing director David Child says: “Our annuity offering has always been very well received in the industry, and after listening to feedback from our users we are delighted to now offer an enhanced service that will provide even further added value.”
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