Now all documents produced in Inertia will be automatically and seamlessly returned to Prospector and saved as a part of the client file for compliance and TCF purposes. The enhancement will further support advisers in generating extra income through the new, easy indicative quote process to introduce general insurance products.
Furthermore, with the automation of the system it removes an additional task during the sales process while ensuring that the relevant documentation is never inadvertently missed from the client file.
David Aylmer, marketing director at TrigoldCrystal, said, "This development will offer advisers a tremendous benefit in streamlining and supporting their compliance process. We have enhanced the integration and our Prospector sourcing system to support the insurance sales process specifically in the area of documentation.
“During the sales process, crucial documents including the Application Form, the Statement of Price (the "quote" document), the IDD and the Statement of Demands and Needs will all automatically be returned to Prospector. We're delighted to be working even more closely with Paymentshield for the benefit of brokers."
