"The result is a quicker and easier sales, advice, and compliance process that will really help advisers to help clients and maximise income from GI."
The system will offer the ability to amend quotations, such as the addition or removal of options such as accidental damage cover or movement in voluntary excesses, without having to re-quote.
It will also provide an improved quote pack and a wider choice of customer payment options including BACS via online banking as well as debit & credit card payments or monthly direct debit.
Berkeley Alexander will shortly be launching an additional suite of new add-on insurance products and a commission slider to give advisers more control over premium pricing.
Geoff Hall, Managing Director, Berkeley Alexander, commented: “We’ve made a significant investment in our new online GI sourcing system. The result is a quicker and easier sales, advice, and compliance process that will really help advisers to help clients and maximise income from GI.
“Securing incremental business, retaining existing clients, offering the broadest possible product choice, remaining compliant, and maximising income from GI are at the very heart of our adviser offering. We expect our new sourcing system to take care of all of these, and are keen to hear the response from the market.”
