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Allied Dunbar launches IFA software

Allied Dunbar franchisees will be able to underwrite customers for protection policies at the point of sale when it launches new laptop-compatible software later this summer.

Allied Dunbar claims the system ensures all the customer&#39s needs are correctly identified and that an adviser cannot overlook an area of need or offer an incorrect product. The system includes a full client management programme that develops a contact schedule for each customer which prompts the adviser to respond to key events.

Zurich Financial Services UK life business chief executive Ray Greenshields says: “The new software complements and strengthens, rather than replaces, face to face discussion.”

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