Royal London has joined CIExpert’s Insight Zone, the digital dashboard that explores the broader aspects of protection policies in a visual, interactive and educational way.
Royal London’s range of Personal & Business Menu Plans, including their Whole of Life plan and Diabetes Life Cover, will be available in the Insight Zone together with an extended Added Value Services area and a new Trusts section
The Insight Zone offers advisers a ‘birds-eye’ view of policy options, which can be further explored into more detailed elements including condition coverage and payment levels together with sections covering life policy details, claims data, limits, product flexibility, GIOs, smoker treatment etc.
It also includes a significantly updated section on Added Value Services together with other key areas, should advisers need to focus on a particular aspect.
Emma Thomson, head of protection & GI propositions at Sesame Bankhall Group said: “The depth & breadth of information that advisers need to take into account when assessing protection policies can be daunting and time consuming.
“With the introduction of Consumer Duty it is important that advisers feel informed and confident in assessing the best customer outcomes for their clients.
“CIExpert’s Insurer Insight Zone is a really powerful protection resource packed full of the all the information any adviser needs.
“The interactive access to that information makes it quick and simple to use and having the insurers’ information structured in a consistent way and all in one place is just what advisers need. It plays an important role in assisting advisers in identifying the key elements and conveying them to their clients.”
Jennifer Gilchrist, protection specialist at Royal London, added: “It’s great to be launching our propositions on CI Expert’s Insight Zone where advisers will have the ability to tap into the value of Royal London’s protection propositions.
“The Insight Zone provides quick and easy access to tools, videos, and support materials to bring to life all aspects of our plans including the services and options they provide.
“With the new Consumer Duty coming down the tracks, providers need to tailor their proposition communications and technical information to help advisers meet the new regulatory requirements.
“CI Expert’s Insight Zone not only supports advisers in carrying out these requirements but assists them in finding the best value cover for each of their clients, to help them meet their financial objectives.”
Paul Roberts, proposition & distribution director at CIExpert, added: “We’re absolutely delighted that Royal London has joined our Insight Zone.
“For each insurer we pull out the key policy highlights so that advisers can easily home in on aspects key to a particular client. “The Insight Zone also provides access to the insurers’ own sales support tools within the same single protection hub providing all the key information in a single central resource.
“Advisers are having far more virtual interactions with their clients, using the Insight Zone they can share their screen to talk through the options available to them and present the rationale for their recommendations.
“As an example, our unique Condition Tracer Tool and its search capability enables advisers to visually compare conditions coverage between plans in a way that makes it easy to explain the differences between policies for their clients.
“The support of insurers joining the Insight Zone enables us to develop and maintain this service for CIExpert’s existing users at no additional cost.”
