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

Affordability issues likely to intensify until 2027, lenders warn

Mortgage affordability is expected to become a more pressing issue by 2027, according to...

Rising house prices ‘pay for Christmas’ for most homeowners

Most UK homeowners have seen their property rise in value by more than the...

IMLA backs FCA roadmap on mortgage rule review

The Intermediary Mortgage Lenders Association (IMLA) has described the Financial Conduct Authority’s (FCA’s) Feedback...

Borrowers moved early as rate cut expectations built, Twenty7tec data shows

Mortgage search activity reached its highest level of the month on 9 December, nine...

AdviceTech ‘giants’ join AdviserSoftware.com AI comparison service

Three of the UK’s most widely used adviser technology systems – Dynamic Planner, FE...

Latest publication

Other news

2026 forecasts: St. James’s Place

Four senior figures at St. James’s Place outline themes, opportunities and concerns for 2026. JUSTIN...

2026 forecasts: Atom bank

Chris Storey, chief commercial officer at Atom bank, provides his thoughts on the residential...

“It’s Christmas time, there’s no need not to check your supplier list…”

With the Christmas holidays upon us, it’s fair to say that business issues might...