Focus Solutions has extended its partnership agreement with Assureweb.
Focus Solutions is broadening its relationship with Assureweb, its preferred portal partner, to incorporate an improved quote and apply process for Life & Pension products.
By utilising focus:360° with Assureweb under the extended relationship, advisers will be able to benefit from a reduction in re-keying of data as a greater set of information will be pre-populated from the quote into the application form from the focus:360° fact find. In addition users can take advantage of an improved compliance audit trail as all documents produced from Assureweb are automatically saved against the client file in focus:360°.
Richard Stevenson, CEO, Focus Solutions said: “We have had a long standing
