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Positive Solutions offers online tracking

Positive Solutions is introducing an online tracking system which links its RIs directly with product providers allowing them to monitor the progress of applications.

Friends Provident and Swiss Life are the first providers to join the system, which the national IFA hopes will attract 20 providers before the end of the year.

National accounts team manager Patrick Sinclair says: “This allows us to cut out a big loop in the process. With this system RIs and their head office alike can get instant updates on the progress of an application at the click of a button.”

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