Holloway Friendly has teamed up with Synaptic Software to provide its income protection policies via an online service for brokers.
Advisers will now be able to search Holloway Friendly products, obtain a quote in real time and apply for the policy while still in meetings with the client.
Client quotes and personalised illustrations will be stored in the Synaptic Software database for future reference and as a clear audit trail of what advice was given and why, according to the protection provider.
Mat Manser, sales and marketing director at Holloway Friendly, said: “The launch of our products on Webline has been designed to complement our existing ways of working with brokers.
“While we will still provide direct access to underwriters, and our telephone teams will be available to help during working hours as they always have been, the broker interface included in the portal will provide brokers with additional support in the form of prompts, guidance and products reviews, in a way that can also be shown to the client any time of day or night.
“By being able to show the client how well a product fits for their individual needs, it will help brokers to increase the number of income protection policies they sell, providing families with much-needed protection.”
Tom Oliver, IFA at Newcastle-based Lamb and Associates, said: “That is good and constructive. If advisers can show clients information as to why the product is appropriate, it is good as it helps stimulate discussion between client and adviser.”