The technology has been developed by Abbey for Intermediaries in partnership with Trigold in order to make it easier for IFAs to carry out an integrated mortgage and protection sales process. The new process should encourage more advisers to consider the add-on sales potential of protection policies when advising on mortgages.
Applications for Scottish Provident protection business will be automatically pre-populated offline. Trigold users can then access the QUOD system with one click and submit cases online.
John Gibbons, Head of Distribution Development at Abbey for Intermediaries, said: “The development of this software is a significant additional benefit for intermediaries using Trigold’s Prospector Plus. Mortgage and protection sales go hand in hand. This link has been created to make the quotes and application process for our protection product range easier for advisers to access.
“There are a great number of opportunities for cross-selling protection when doing mortgage business. Indeed, intermediaries can take this opportunity to improve their service to clients by looking after their financial needs in a more holistic way.”
Bill Safran, Joint Managing Director of Trigold said: “This new link will provide tremendous additional benefit for our users. This development demonstrates the flexibility of both systems and intermediaries will feel maximum benefit for the minimum effort.”
Existing users of the Scottish Provident QUOD system can start using the new link from 7 June 2004. New users can apply for a disk, load QUOD onto their computers and start using the link the next time they use the Trigold software.
Intermediaries can register to use Scottish Provident’s QUOD system by emailing [email protected], providing their name, address and Scottish Provident account number.
To request a Trigold disk, intermediaries can visit www.trigold.co.uk or call 0870 241 5465 to register.
