"This one-of-a-kind integration creates a protection journey with the capability to visualise and quantify the balance between the quality and cost of CI, using fully underwritten premiums."
- Paul Roberts, Proposition & Distribution Director at CIExpert
Three years since CIExpert & iPipeline and more recently Iress integrated their platforms, the critical illness cover (CIC) comparison service has now teamed up with UnderwriteMe's Protection Platform.
READ MORE: CIExpert and UnderwriteMe’s Protection Platform launch breakthrough integration
Exploring this integration, Protection Reporter will host an online discussion with Mark Cracknell (Commercial Director at UnderwriteMe), Paul Roberts (Proposition & Distribution Director at CIExpert), and Alan Lakey (Founder of CIExpert) on the 14th November 2023.
Attendees will learn about key aspects of this integration, how to use both platforms to help customers experiencing underwriting delays, how to create multi-policy packages, and more.
To register, follow the link here
Alan Lakey hopes this webinar will show advisers how integrating CIExpert and UnderwriteMe into their processes will “allow them to provide a detailed report on value - quality vs cost - enabling them to engage in a sensible conversation, which fulfils their Consumer Duty requirement.”
Mark Cracknell agreed that “Our aim is to improve accessibility to protection products.” He felt that historically, completing product, underwriting, and pricing analysis has been complex with each element being completed separately. “The integration of CIExpert and the Protection Platform answers this challenge, allowing advisers to complete a value-based analysis of their client’s protection product needs,” he explained.
“By seamlessly integrating our market-leading CI comparison service & Insight Zones with the strengths of UnderwriteMe’s Protection Platform, advisers and their clients can benefit from the power of both.
“This one-of-a-kind integration creates a protection journey with the capability to visualise and quantify the balance between the quality and cost of CI, using fully underwritten premiums,” Paul Roberts concluded.
