The agreement will provide improved integration opportunities for Prospector, TrigoldCrystal’s primary mortgage quote application and will also give advisers a variety of access points to Assureweb through the Prospector system.
TrigoldCrystal Prospector is available to 18,000 advisers and the agreement will offer a number of new benefits to users who will be able to pre-populate mortgage information into an Assureweb quotation and go directly to saved quotations for review and application purposes. The Assureweb portal brings data back into Prospector, filling the Mortgage KFI with the details of your selected Life Assurance quote. This is the easiest way of giving a full account of affordability to the end client, according to the company.
In addition, the agreement will offer improved sales opportunities to advisers as they will have the chance to increase sales of life assurance products. With easy and integrated access to Assureweb, advisers will be able to offer their clients the best products at the best prices.
Commenting on the new agreement, chief executive officer Andrew Simon said: “We are extremely pleased to be chosen as the portal of choice by TrigoldCrystal. The agreement announced today will give advisers greater access to a broad and competitive product range and increased market visibility of Assureweb.
“The agreement exemplifies our continued commitment to making life easier for financial advisers by providing improved access to innovative new products. In the current economic climate, it’s more important than ever for advisers to seek out any opportunities to increase revenue generation.”
Martin Colyer, Jt CEO of TrigoldCrystal added: “Enhancing the integration, adding to the ease of use of both Prospector and Assureweb, is something that thousands of advisors will find very useful and help make their day a little easier – and helping to simplify the job of the advisor is something that we always strive for at TrigoldCrystal.”
