Burns-Anderson has agreed to use Defaqtos Aequos Engage as its preferred product search engine.
Aequos Engage launched in May last year, covers investment, pension and protection products and can be used online or downloaded for remote use.
B-A says its ability to link with its main policy and client administration system, to other CRMs, as well as to its quotation portal, were also important considerations.
B-A head of marketing Adrian Lewis says: The quality of Defaqtos technical staff, and the research that they conduct, played quite a big part in our decision. Also, we have faith in their ability to deliver on customer service.”