PruProtect has launched a new iPad app for financial advisers.
The app is aimed at advisers who are either new to protection or the PruProtect proposition and provides them with a summary of plan details and options that advisers can use themselves or in front of clients.
It also aims to help advisers to determine the cover levels and products to meet their client’s specific needs.
The app can also generate a pdf report that can be emailed to clients.
Once downloaded, the information will always be available without needing to be online.
Roy McLoughlin from Master Adviser said: “Any system that allows people to look at protection in a clear and coherent way is to be welcomed. This subject unfortunately still confuses many whilst paradoxically there is an acceptance that it needs to be looked at and reviewed. A user friendly system which facilitates this alongside
advice is an important tool in the armoury of an adviser.”
An Android app will follow later in the year, the protection insurer said.
Kelly Thomas, PruProtect’s head of marketing, said: “We know that advisers deal with many providers and have a range of products to understand. So, we wanted to create a tool to help advisers understand not only the PruProtect products but also to help them in their discussions with clients when explaining the need for protection.”
