UnderwriteMe announces latest integration with ClientTree

Today, UnderwriteMe has announced its latest integration with ClientTree, allowing advisers to follow a customer from the initial call through to completing an application.

Related topics:  UnderwriteMe,  ClientTree
Tabitha Lambie | Editor, Protection Reporter
31st May 2024
"We look forward to working with ClientTree and its user base."
- Mark Cracknell, Commercial Director at UnderwriteMe

UnderwriteMe’s Protection Platform was designed to obtain underwritten quotes from multiple insurers for multiple products after completing just one questionnaire per applicant. CIExpert, Protection Guru Pro, and Defaqto provide comparative product analysis to give advisers a complete overview to aid compliance while avoiding re-keying data.  

ClientTree’s CRM system has a straightforward design that incorporates a customer portal and sourcing solutions for General Insurance (GI), mortgages, and personal insurance. This ensures a streamlined dataflow from the start to avoid re-keying information.

The integration of the two systems will enable advisers to follow a customer from the initial call through to completing an application in less time. This could be for Life Insurance, Critical Illness (CI), Income Protection (IP), or Family Income Benefit (FIB).

“UnderwriteMe is delighted to launch the integration with ClientTree. This integration provides a single sourcing process for individual protection products, saving advisers time, removing the complexity of underwriting across multiple insurers, together with providing customers with flexibility and choice,” said Mark Cracknell, Commercial Director at UnderwriteMe.

Lilla Dilliway, Managing Director at ClientTree, added: “It’s a great collaboration between two technology firms who think along the same lines; both the ClientTree CRM system and UnderwriteMe’s Protection Platform include an interactive fact find to help collect relevant information.

“This, in turn, helps source the right products, reduces the time spent on admin, and speeds up the advising process. We’re excited about this integration and how it will help advisers offer a truly client-focused service,” she concluded.

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