PruProtect unveils app for iPad-using advisers

Published on

Frank Gaertner / Shutterstock.com
Frank Gaertner / Shutterstock.com

PruProtect has launched a new iPad app for financial advisers.

The app is aimed at advisers who are either new to protection or the PruProtect proposition and provides them with a summary of plan details and options that advisers can use themselves or in front of clients.

It also aims to help advisers to determine the cover levels and products to meet their client’s specific needs.

The app can also generate a pdf report that can be emailed to clients.

Once downloaded, the information will always be available without needing to be online.

Roy McLoughlin from Master Adviser said: “Any system that allows people to look at protection in a clear and coherent way is to be welcomed. This subject unfortunately still confuses many whilst paradoxically there is an acceptance that it needs to be looked at and reviewed. A user friendly system which facilitates this alongside
advice is an important tool in the armoury of an adviser.”

An Android app will follow later in the year, the protection insurer said.

Kelly Thomas, PruProtect’s head of marketing, said: “We know that advisers deal with many providers and have a range of products to understand. So, we wanted to create a tool to help advisers understand not only the PruProtect products but also to help them in their discussions with clients when explaining the need for protection.”

COMMENT ON MORTGAGE SOUP

We want to hear from you!
Leave a comment and get the conversation started.
You need to register to post, so please login or sign up below.

Latest articles

CII says vulnerability management can help firms grow

The Chartered Insurance Institute has said firms can use stronger vulnerability management to expand...

Royal London wins approval to offer Targeted Support

Royal London has received regulatory approval to provide Targeted Support, becoming one of the...

Together expands second charge range into commercial sector

Together has launched a new suite of commercial and semi-commercial second charge products as...

HTB launches ‘Flow’ range with rates from 5.54%

Hampshire Trust Bank has introduced ‘Flow’ - a new buy-to-let tier with rates starting...

Afin waives legal fees on remortgages in broker push

Afin Bank is offering free legal fees on remortgage applications submitted before the end...

Latest publication

Other news

A surge today, but what comes next for advisers and conveyancing?

March has provided a very clear example of how quickly this market can move...

Technology adapts so you don’t have to

20 years ago, many brokerages looked and operated in very similar ways. Typically small,...

CII says vulnerability management can help firms grow

The Chartered Insurance Institute has said firms can use stronger vulnerability management to expand...