"CIExpert gives us detailed, up-to-date, actionable analysis across the full market for life, CI, and an impressive number of IP insurers – all verified by the insurers themselves."
- Paula Bertram-Lax, chief customer & people officer at LifeSearch
CIExpert has today announced the launch of its new Insight Zone Dashboard, acting as an overview for the existing Life Insurance, Critical Illness (CI), and Income Protection (IP) Insight Zone pages.
“The Insight Zones have brought real clarity to our users for Life, CI, and IP policies over recent years. We know how time-consuming it can be to navigate multiple insurer sites,” explained Natalie Mayne, creative director at CIExpert (pictured).
She said: “This new dashboard offers a user-friendly way to explore product updates, insights, and learning resources – all in one place. We’ve also seen through our Critical Thinking LIVE webinars how valuable peer experience is, and this platform brings that shared learning directly into the Insight Zones.”
CIExpert’s dashboard (influenced by its ‘Critical Thinking’ Report and adviser feedback) includes a ‘news’ area for the latest product updates as they come in, industry-wide claims data, campaign information, and a growing library of educational resources.
This will support advisers’ awareness of market trends and challenges, enabling them to question established approaches and explore alternative solutions that better support their customers’ needs.
The newly created ‘learning & resources’ area within the dashboard reinforces CIExpert’s focus on education-driven support; advisers can stay informed about campaigns such as ‘Single is Best’.
This deliberate shift toward continuous learning will help advisers enhance their expertise and deliver more confident, customer-focused advice.
READ MORE: CIExpert asks why advisers are forced to justify selling single plans over joint life to couples
Endorsing the launch, Paula Bertram-Lax, chief customer & people officer at LifeSearch, said: “CIExpert’s Insight Zones have been a key part of every LifeSearch adviser’s protection toolkit for years. They give us detailed, up-to-date, actionable analysis across the full market for life, CI, and an impressive number of IP insurers – all verified by the insurers themselves.
“Their new dashboard makes it even easier for our advisers to access insurer information in one place, and their growing ‘knowledge base’ helps us have better, more informed protection conversations with customers. CIExpert plays a valuable role in helping us give clear, trusted advice.”
The dashboard is accessible through CIExpert’s new two-way integration with Iress – this functionality is exclusive to Iress for 2025 and is available via its sourcing platforms, The Exchange and Xplan Mortgage.
For advice firms that have added this integration to their Customer Relationship Management (CRM), bespoke links will be made accessible. Each link will have a unique ID so that CIExpert can provide firms with usage rates, etc
It will also be available through major distributor platforms, to be confirmed later this month.
