Openwork has made available LifeQuote’s outsourced case management to its adviser firms.
The new service, which launched on 3 October, will allow Openwork advisers to pass their post client recommendation administration to LifeQuote to manage to completion.
The LifeQuote system integrates with iPipeline’s SolutionBuilder platform, Openwork’s chosen protection platform. The integration enables advisers to research and quote on chosen protection products, and then they can choose to pass the case over to LifeQuote’s dedicated team of case managers based in Chichester.
Paul Yates, product strategy director at iPipeline, said: “We’ve been working closely with Openwork to help revolutionise the protection advice and sales process. The introduction of SolutionBuilder, powering their Protection Risk Report and now working with LifeQuote is having a profound impact. Advisers can manage their protection business more efficiently, from the research process through to applying via SolutionBuilder.
“Enabling the seamless outsourcing of advisers’ administration to LifeQuote, is another example of how technology is contributing to closing the protection gap.”
John Cupis, mortgage director at Openwork, said:” Ensuring that all clients have the opportunity to receive appropriate protection advice is a fundamental part of our business. LifeQuote gives our firms the option to outsource the post-advice administration – which can be time-consuming especially with complex cases – enabling them to focus on more profitable activities.”
“With Openwork, iPipeline and LifeQuote you are bringing together three of the most committed organisations to ensure all advisers and their clients have the opportunity to have protection cover,” added Neil McCarthy, sales and marketing director, LifeQuote.
“By saving advisers time in collecting application data, rekeying information, dealing with insurers and clinicians and the usual administration issues, means that advisers should be able to advise on many more cases. They also do this in the knowledge that they will be kept up to date on all their cases, regardless of insurer, via our real time case management technology.”