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CRM Clienttree integrates with UnderwriteMe Protection Platform

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.

Mark Cracknell , Lilla Dilliway , Clienttree Group , Underwriteme Protection Platform , Protection Guru Pro , Protection Platform ,

Ian McKenna: What trends are leading the battle of the tech?

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”. ....

United Kingdom , United States , Brian Edelman , Las Vegas , Mark Whitcroft , Advice Through Technology , Technology Tools For Today , Exchange Commission , Empowering Advice Through Technology , Technology Tools , Protection Guru Pro ,

Ian McKenna: Price then quality, or quality then price? Here's how much it matters

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. ....

City Of , United Kingdom , Consumer Duty , Financial Ombudsman , Solution Builder , Protection Guru Pro , Royal London , British Friendly ,

'Transformative year': how advisers' attitude to tech changed

'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.

Ian Mckenna , Phil Calvert , Financial Conduct Authority , Protection Guru , Protection Guru Pro ,

Protection Guru aims to improve critical illness definitions

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. ....

United Kingdom , Ian Mckenna , Adam Hazel , Marius Barnard , Johnny Timpson , Consumer Duty Alliance , Association Of British Insurers , National Federation , Protection Guru , Protection Guru Pro , Harley Street Based Tyburn Medical Practice , Financial Inclusion Commissioner , British Insurers ,