The Right PMI Network enhances sourcing system

The Right PMI has announced a number of new developments to its PMI sourcing system, including the addition of an automatically generated, fully-compliant fact find and suitability letter.

Related topics:  Protection
Rozi Jones
5th September 2017
Tech computer
"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 new features include the ability to store and save client details, generate a quick or full quote, and add on discounts from providers.

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 a secure method for PMI advisers to obtain a letter of authority/appointment.

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.”

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