1st – The Exchange is now providing an improved workflow capability to its Exweb real time annuity platform.
The new service has been designed to provide better workflow and be easier to use. 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.
The new service enables users to quote for both combined protected and non-protected sources within one process. This enables the adviser to deliver accurate figures to their customers within one quote, rather than running two separate quotes for each product element.
All indicative quotations have also been removed, with ‘real’ quotes now returned directly from the provider.
David Child, managing director, 1st – The Exchange said: “Our annuity offering has always been very well received in the industry
