" The dashboard also provides information on existing policies to ensure that users are aware of renewal dates and the opportunity to schedule catch up meetings"
The new system, Quoforma+, offers access to policy and renewal information, dashboard management information and commission statements.
Additionally, Assurant has added LV= and Ageas to its bespoke panel.
Head of distribution at Assurant Intermediary, Carl Stacey, said: “We have been working with the adviser community since 2007 and our service is designed to make it easy for advisers to engage customers and advise them on home insurance and protection via our easy to use Quoforma+ system. Not only does it give instant indicative quotes, but the dashboard also provides information on existing policies to ensure that users are aware of renewal dates and the opportunity to schedule catch up meetings and seek new opportunities to meet the needs of customers.
“Brokers do not always have the time to spend on additional services like GI and that is why Assurant Intermediary provides a referral service, where our introducers can let our experienced team be their outsourced facility, thereby maximising GI take up and building a valuable income stream.”
