Aimed at providing directly authorised advisers with market leading protection policies and remuneration options, the new AssuranceKeeper life assurance quotes service will form part of the popular MortgageKeeper CRM system.
Advisers using the new AssuranceKeeper service will have access to an automated quote facility on life, CIC (critical illness) & PHI products and an automated e-document service providing illustrations, comparisons and key features documents.
Personal Touch will support AssuranceKeeper by offering its directly authorised adviser users exclusive access to its protection products, with all the associated discounts and special remuneration deals available.
The new service goes live on July 1st and although the normal license fee for AssuranceKeeper will be £12.00 per month (+VAT), any advisers signing up to the new service before the end of 2014 will be able to use it free of charge.
David Carrington, marketing director of Personal Touch Financial Services, said: “This is a very exciting partnership for us, representing a major step into an additional new distribution channel for our protection products with the directly authorised adviser sector.
“AssuranceKeeper will benefit from being able to give access to our very competitive protection panel products to DA users on the same terms as our own network members”.
Rick Watkin, managing director of parent company eKeeper, said: “Combining our technology skills, which have built popular CRM systems in the mortgage and commercial insurance sector, with the impressive range of protection products which PTFS can offer, is a really good match.
“Not only will our existing users be able to access some very competitive new products but also we hope to attract many new advisers to the AssuranceKeeper service, particularly with the benefit of the free license fee offer to encourage take-up.
“Over 2200 IFAs and brokers use one of our three CRM systems. The MortgageKeeper CRM alone has over 800 FCA directly authorised individual users and between them they processes over 40,000 mortgages per annum – equivalent to about 5% of the UK marketplace.
“Although most already have agencies with many of the Life providers, very few currently receive the enhanced remuneration rates that we will now have available through PTFS.”
