Aviva offers digital protection dashboard for advisers

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Aviva has joined CIExpert’s newly-launched Insight Zone.

This offers a digital dashboard to streamline an adviser’s protection sales and research processes by expanding the existing comparison service to investigate the broader aspects of critical illness and life policy propositions in a visually explorative and educational way.

The Insight Zone was launched in May 2021; Carl Parker, national director, self-employed division at Just Mortgages, said: “CIExpert’s new Insurer Insight Zone feature makes it even easier for our advisers to understand the differences between CIC providers and plans.

“The Condition Tracer Tool is excellent in helping advisers and clients understand variations in condition coverage between different policies, and the Added Value Services section is a welcome addition as it helps to further highlight what the client will get from each provider.

“You can tell that many hours of work have gone into developing this feature, so it’s really fantastic that it comes at no extra charge with the CIExpert subscription.”

CIExpert says the Insight Zone extends beyond critical illness to include information on both personal and business life policies and includes aspects such as claims stats, product flexibility, age and term limits and added value services, thereby providing advisers access to all the key information they need in a single, interactive resource.

Paul Dalgliesh, head of protection propositions at Aviva, said: “The critical illness market continues to evolve and balancing comprehensive coverage alongside adviser and customer understanding remains an ongoing focus for Aviva.

“We’re therefore delighted to be on board with CIExpert’s Insight Zone where the condition tracer tool provides an innovative solution, giving a simple visual representation by condition groups that advisers can use to bring to life the relevance of conditions covered for their clients. CIExpert has long been a resource for comparing critical illness and this new feature is another great stride forward in overcoming this hurdle and simplifying the task for advisers.

“Outside of the critical illness definitions, products are continuing to evolve – like the launch of our Aviva DigiCare+ value added services and the ability to access treatment abroad for certain conditions through our Global Treatment option. This new analysis tool allows advisers to take into consideration all of these benefits, simplifying the task and offering them the necessary breadth of information and detail, partnered with sophisticated technology to enable them to best advise their clients.”

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