Iress has further integrated O&M Profiler into its The Exchange platform.
The firm says its integration gives advisers the ability to provide their clients with a wider view of their financial health from a single dashboard, meaning that they can see gaps where protection may be needed.
The integration means that advisers are presented with indicative quotes for income protection based on all available data. Advisers are then able to continue the journey to refine and apply for products via The Exchange platform.
Iress says the integration of O&M Profiler with The Exchange makes it easier for brokers to provide their clients with the right information and access to a range of protection options.
Dave MIller, Iress’ executive general manager, commercial, said: “Income protection may well be the most under-used protection product yet it should be considered as part of a comprehensive financial plan. There’s no doubt there is a lack of understanding of income protection products including which options are right for which people.
“With the integration of O&M Profiler into The Exchange Iress aims to make it easy for advisers to have better conversations with their clients.”
Andrew Wibberley, The Income Protection Task Force’s co-chair, added: “We know that talking more (and more) amongst protection advocates about income protection does not magically get more people insured. We are excited to see initiatives such as this from Iress use technology to make the conversation easier for a much broader range of advisers to have with their clients.
“We are delighted to see the pledge Iress made as part of the Income Protection Awareness Week be brought to life in this way and look forward to hearing about the results in the months ahead.”
