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

Targeted support risks overlooking later life lending, warns Key Partnerships

The FCA’s proposed targeted support regime risks missing a significant opportunity to improve outcomes...

UnderwriteMe launches AI tool to widen post-issue audit checks for life insurers

UnderwriteMe has launched an artificial intelligence tool aimed at helping life insurers increase post-issue...

Protection Distributors Group adds two members and unveils ambassador

The Protection Distributors Group has added CoverMyBubble and Omny Benefits to its membership and...

Together bolsters North East presence with senior corporate sales hire

Together has appointed an experienced property finance professional as corporate sales director in the...

BMPAN urges firms to strengthen routes into FS industry for young talent

The Black Mortgage Professionals and Allies Network has called on financial services employers, training...

Latest publication

Other news

Andrew Lloyd, CEO of Fignum

Andrew Lloyd is the Chief Executive Officer (CEO) of Fignum. He was appointed to...

Targeted support risks overlooking later life lending, warns Key Partnerships

The FCA’s proposed targeted support regime risks missing a significant opportunity to improve outcomes...

UnderwriteMe launches AI tool to widen post-issue audit checks for life insurers

UnderwriteMe has launched an artificial intelligence tool aimed at helping life insurers increase post-issue...