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

Mortgage brokers have little to fear from AI, says Mortgageforce boss

Mortgage brokers should embrace artificial intelligence rather than fear it will ultimately replace them,...

Waiting for completion causes greater anxiety than saving for a deposit

Delays towards the end of the homebuying process are a greater source of anxiety...

Leasehold delays put Christmas property completions under pressure

Homebuyers hoping to complete before Christmas face increasingly tight deadlines, with leasehold transactions and...

Conveyancing firms warned over risks of uncoordinated AI adoption

Conveyancing firms risk undermining the benefits of artificial intelligence unless they address weaknesses in...

Masthaven Finance revenue rises sixfold as lender enters FT growth ranking

Masthaven Finance has been placed 48th in the Financial Times' inaugural ranking of the...

Latest publication

Other news

Mortgage brokers have little to fear from AI, says Mortgageforce boss

Mortgage brokers should embrace artificial intelligence rather than fear it will ultimately replace them,...

Waiting for completion causes greater anxiety than saving for a deposit

Delays towards the end of the homebuying process are a greater source of anxiety...

Leasehold delays put Christmas property completions under pressure

Homebuyers hoping to complete before Christmas face increasingly tight deadlines, with leasehold transactions and...