ClientTree Partners with UnderwriteMe to Streamline Advising Process
ClientTree, a leading provider of customer relationship management (CRM) systems, has integrated its platform with UnderwriteMe’s Protection Platform. This integration aims to simplify the advising process for brokers, reduce data entry, and ensure compliance.
Streamlining the Advising Process
The integration of ClientTree’s CRM system with UnderwriteMe’s Protection Platform enables brokers to obtain underwritten quotes from multiple insurers for multiple products by completing one set of questions. This streamlined process saves time for advisers, paraplanners, and administrators, allowing them to focus on providing better services to their clients.
Brokers can now obtain underwritten quotes from multiple insurers with ease.
Enhancing Client Experience
The integration provides a single sourcing process for individual protection products, giving clients more flexibility and choice. This, in turn, enables advisers to offer a more client-focused service, enhancing the overall client experience.
Advisers can now provide a more personalized service to their clients.
A Collaborative Effort
Mark Cracknell, commercial director at UnderwriteMe, expressed his delight in launching the integration with ClientTree. He emphasized that the integration provides a single sourcing process for individual protection products, saving advisers time and removing the complexity of underwriting across multiple insurers.
Mark Cracknell, commercial director at UnderwriteMe.
Lilla Dilliway, managing director at ClientTree Group, added that the integration is a great collaboration between two technology firms that share similar values. She highlighted that both the ClientTree CRM system and UnderwriteMe’s Protection Platform include an interactive fact find to help collect relevant information, which in turn helps in sourcing the right products and speeding up the advising process.
Lilla Dilliway, managing director at ClientTree Group.
Conclusion
The integration of ClientTree’s CRM system with UnderwriteMe’s Protection Platform is a significant step forward in enhancing the advising process for brokers. By streamlining the process, reducing data entry, and ensuring compliance, this integration is set to revolutionize the way brokers operate.
Brokers can now focus on providing better services to their clients.
