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

Pantera expands Harrogate headquarters as it targets growth and recruitment drive

Pantera Advisory Group has relocated to a larger headquarters in Harrogate as the real...

The Mortgage Works backs landlord EPC compliance pilot with Eco Approach

The Mortgage Works has partnered with retrofit specialist Eco Approach to provide free energy...

TML expands buy-to-let range with limited-edition products and rate reductions

The Mortgage Lender has launched a new range of limited-edition buy-to-let products and reduced...

Molo cuts buy-to-let and semi-commercial rates by up to 30bps

Molo has reduced rates across its UK resident buy-to-let and semi-commercial mortgage ranges, with...

Bank holds rates at 3.75%

The Bank of England left interest rates unchanged at 3.75% today despite inflation remaining...

Latest publication

Other news

Pantera expands Harrogate headquarters as it targets growth and recruitment drive

Pantera Advisory Group has relocated to a larger headquarters in Harrogate as the real...

The Mortgage Works backs landlord EPC compliance pilot with Eco Approach

The Mortgage Works has partnered with retrofit specialist Eco Approach to provide free energy...

TML expands buy-to-let range with limited-edition products and rate reductions

The Mortgage Lender has launched a new range of limited-edition buy-to-let products and reduced...