CRM Clienttree integrates with UnderwriteMe Protection Platform mortgagesolutions.co.uk - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from mortgagesolutions.co.uk Daily Mail and Mail on Sunday newspapers.
A key part of EATT is the “battle of the tech” sessions, where 16 different software vendors present their propositions in eight minutes or less, with four achieving “best in show”.
Does it matter if you explore price first then quality, or quality then price? Data from two services shows this can make a very significant difference to the range of insurers selected.
'Transformative year': how advisers' attitude to tech changed ftadviser.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from ftadviser.com Daily Mail and Mail on Sunday newspapers.
Protection Guru has announced the launch of a medical initiative aims at improving patient outcomes. The initiative, “Designed by Doctors” is a series of recommended and updated example of Critical Illness definitions.