SmartApp to replace paperwork
Life insurance research and software business PlanTech has launched a software package which it says will replace paper-based systems used to process proposals and applications for life offices.
SmartApp, as the new system is named, aims to streamline the process of advisers sending applications through to life offices.
It is designed to be used alongside PlanTech's ProPlanner software with the full range of life insurance products, including term life, income protection and trauma products.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.