The integration with new CRM platform Elev8 aims to reduce the need to switch between systems during the advice process.
The integration with new CRM platform Elev8 aims to reduce the need to switch between systems during the advice process.
The cover will also be available through Iress’ The Exchange.
This has been supported by a continued focus on higher-quality outcomes from advisers, according to Iress' Q2 Sourcing Data Insights report.
Jacqueline Durbin, head of product at Iress, looks at how the protection market is moving away from defining itself by...
Iress has partnered with The Interesting Life Company to bring the AI underwriting tool ISLA to The Exchange. This is despite the reveal that over four in ten Britons believe they hold sufficient cover. The feature aims to increase policy transparency and speed. Warren O’Connell says protection "shouldn’t just be a once-and-done thing" for advisers, as Iress look towards Inside Track 2026. The product will be delivered on The Exchange and Xplan Mortgage.
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