The improvements to Prospector AAA aim to provide a seamless platform for advisers, offering them an easy to use solution for providing insurance products at point of sale and helping them to generate much needed extra income.
Key enhancements include:
• Quick quotes for life insurance: Using Norwich Union’s ‘Simplified Life’ quote system, advisers will be able to access indicative quick quotes for life insurance that will be automatically displayed when entering client information. A unique system especially designed for Trigold, quotes can be generated offline. The system also offers the ability to link into the insurance quotation systems of all other major insurance providers.
• Cost planner: This facility displays a list and total of all mortgage and insurance product payments on the case, so the client can budget accordingly and understand the true cost of both the mortgage and insurance elements.
• Compliance requirements: Insurance illustrations and mortgage KFIs can now be saved together in Prospector AAA which means there is now no need to go into different quote systems to generate indicative quotes for clients.
The enhancements made to the insurance functionality in Prospector AAA follows the launch of the Trigold Business Academy. The Academy aims to focus on helping advisers consider additional income streams.
