"It should reduce the number of pre-sales underwriting calls from our process, as we’ll utilise the Protection Platform’s real-time pre-sales underwriting tool."
- Rick Brough, sales manager at The Insurance Surgery
The Exeter’s ‘Real Life’ proposition has launched on UnderwriteMe’s Protection Platform. From today, advisers can access fully underwritten quotes for the mutual’s life product as well as multi-benefit discounts when buying several products.
Earlier this year, Iress added The Exeter’s Real Life product to The Exchange, helping advisers deliver “more comprehensive, tailored protection solutions with greater ease and efficiency.”
Jacqueline Durbin, head of product (sourcing) at Iress, highlighted that with increasingly complex needs of customers, particularly those with pre-existing conditions, “this is a timely and valuable addition – helping advisers deliver more comprehensive, tailored protection solutions with greater ease and efficiency.”
READ MORE: The Exeter’s ‘Real Life’ product added to Iress’ The Exchange
“We’re excited to welcome The Exeter’s Real Life proposition to the Protection Platform. The mutual’s commitment to innovation and adviser-centric design aligns perfectly with our goal to streamline protection distribution and improve customer outcomes,” said Mark Cracknell, commercial director at UnderwriteMe (pictured).
Jack Southcott, head of protection proposition at The Exeter, added: “We’re pleased to make our Life Insurance more accessible to advisers and customers through this partnership, reflecting our commitment to both digital transformation and widening access to insurance.
“Our new multi-benefit plans allow advisers to mix and match our Life Insurance and Income Protection (IP), while we continue to provide life plans for customers with pre-existing conditions who may find it difficult to get cover elsewhere.”
As users of UnderwriteMe’s Protection Platform, Rick Brough, sales manager at The Insurance Surgery, said The Exeter’s Real Life product is a “great addition […] as those with higher loadings may still secure coverage at the point of sale without needing medical evidence.”
“It should reduce the number of pre-sales underwriting calls from our process, as we’ll utilise the Protection Platform’s real-time pre-sales underwriting tool. It’s a smart step for both companies,” he concluded.
