CIExpert has launched a new Insight Zone Dashboard, designed to give advisers simplified access to product updates, market trends and education resources across critical illness, income protection and life insurance.
The new feature builds on the existing Insight Zone and acts as a central navigation hub, incorporating claims data, campaign information, and a news feed with insurer updates. Structured using UX design principles, the dashboard was developed using insights from CIExpert’s Critical Thinking research and adviser feedback.
Natalie Mayne, creative director at CIExpert, said: “The Insight Zone has brought real clarity to our users for CI, IP, and Life policies over recent years. We know how time-consuming it can be to navigate multiple insurer sites.
“This new dashboard offers a user-friendly way to explore product updates, insights, and learning resources – all in one place. We’ve also seen through our Critical Thinking LIVE webinars how valuable peer experience is, and this platform brings that shared learning directly into the Insight Zones.”
CIExpert said the dashboard supports advisers by improving awareness of changing product features and encouraging continuous professional development. One key campaign available through the platform is Single is Best, which challenges assumptions around joint life policies by illustrating the advantages of single cover in some scenarios.
A new ‘Learning & Resources’ area brings together supporting tools, campaign content and webinar insights to support adviser development and client-facing conversations.
The dashboard is available through CIExpert’s integration with Iress platforms including The Exchange and Xplan Mortgage, as well as through distributor platforms.
Paula Bertram-Lax, chief customer & people officer at LifeSearch, added: “CIExpert’s Insight Zones have been a key part of every LifeSearch adviser’s protection toolkit for years.
“They give us detailed, up-to-date actionable analysis across the full market for life, critical illness, and an impressive number of income protection insurers – all verified by the insurers themselves.
“Their new dashboard makes it even easier for our advisers to access insurer information in one place, and their growing ‘knowledge base’ helps us have better, more informed protection conversations with clients.”
