The Right PMI has announced a number of new developments to its PMI sourcing system, PMI Quote.
Changes include the addition of an automatically generated, fully-compliant fact find and suitability letter.
Amanda Wilson, head of The Right PMI, said: “We’ve made some fantastic developments to PMI Quote recently. Our advisers and I think that it is the most efficient quoting system available in the PMI market: the system is miles ahead of others in terms of usability and sales tools. The addition of the auto-generated fact find and suitability letter will make our members’ jobs a whole lot quicker and easier.
“We have taken feedback from existing users to produce a number of new developments which makes PMI Quote the number one choice for PMI advisers.”
Other developments to the sourcing system include an e-signature function that allows clients to sign documents on their smartphone or computer, without the need to print or scan documents. Providing a full email trail, this presents an ideal and secure method for PMI advisers to obtain a letter of authority/appointment.
