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

Access FS partners with The Protection Coach to shift adviser conversations

Access Financial Services has announced a new partnership with Matt Chapman, widely known across...

Beyond the walk: Mortgage leaders talk mental health – part 6

The Mortgage Industry Mental Health Charter (MIMHC) is hosting its third annual 144-mile Walk...

Gatehouse Bank raises income multiples across home purchase plans

Gatehouse Bank has increased its finance-to-income ratios across its home purchase plan range, allowing...

Landlords retreat from London market as rental stock tightens

Landlords have been exiting the London market since proposals for rental reform first emerged,...

Landlords brace for RRA impact as tenant stability holds firm

Landlords are preparing for significant change as the Renters’ Rights Act 2025 comes into force with...

Latest publication

Other news

Access FS partners with The Protection Coach to shift adviser conversations

Access Financial Services has announced a new partnership with Matt Chapman, widely known across...

Beyond the walk: Mortgage leaders talk mental health – part 6

The Mortgage Industry Mental Health Charter (MIMHC) is hosting its third annual 144-mile Walk...

Q&A: Terry Blackburn, The Wealthy Advisers Club

Mortgage Soup fires the questions at Terry Blackburn, founder of The Wealthy Advisers Club. Mortgage...