JammJar has integrated iPipeline's protection sourcing technology into its AI based operating system for mortgage advisers.
The integration will allow advisers using JammJar to access iPipeline's protection sourcing capabilities within the platform, reducing the need to switch between separate systems when discussing protection with mortgage clients.
It forms part of JammJar's next generation platform, which is due to be unveiled during an online webinar on 17th September at 11am.
The updated platform will also include expanded AI capabilities, configurable workflow automation, AI agents, further Microsoft integration and a redesigned customer experience.
JammJar said its platform is designed to connect people, processes, communications and data across mortgage businesses, with the iPipeline integration bringing protection sourcing into the same system used to manage clients and cases.
Karl Griffin, CEO and co founder of JammJar, said: "Mortgage advisers have spent years having to work across different systems that don't talk to each other. Protection is a really important part of the advice journey, so it makes no sense for advisers to have to step outside the environment where they're already managing their clients and cases to access the tools they need.
"That's what we're changing with JammJar. We're creating an intelligent layer across the mortgage business that connects people, processes, communication and data, with AI at the heart of it. The aim is to remove the manual administration and disconnected technology that gets in the way of advisers doing their jobs.
"We’re not trying to build the next generation of CRM. We're building what comes next – a smarter, more human way to run a mortgage business, and integrating iPipeline's protection sourcing technology is another important part of delivering that.
"The iPipeline integration is also just one of a number of major developments we're about to unveil. If brokers want to see how it works in practice, and what else is coming to JammJar, I'd encourage them to register for our webinar on 17 September. We'll be demonstrating the next generation of the platform and showing what these changes mean for advisers day to day."
Stephanie Hydon, AVP strategic sales partnerships at iPipeline, added: "Technology will play the most crucial role in making protection a more natural, consistent and efficient part of the mortgage advice journey. By integrating SolutionBuilder with JammJar we continue to remove friction from the protection advice process – increasing adviser confidence and increasing the time they spend on meaningful client engagement.”
