Meet Parker has launched a tool to provide a full protection quote to customers, before handing the pre-qualified lead, quote and application instantly to the advice firm to complete.
The latest addition to the Parker product range provides intermediaries with a unique AI powered quote journey for their customers.
Capturing factfind data, building trust and rapport with their customers, through a chat-based dynamic form.
Branded and customisable, Parker’s protection cross-sell plugin can sit within a firm’s website, portal, social pages or within email communication.
Parker’s AI will chat with the customer, gather information, understand their needs and utilising iPipeline’s latest API, provide real-time quotes covering Life, CIC and Income Protection, along with risk profiles and documentation.
Parker is designed to increase protection penetration rates for advice firms, and help automate leads, quotes and the qualifying of new business.
Freddie Savundra, founder and CEO of Meet Parker, said: “Parker is built to support intermediaries and with our latest addition, can now support advisers with AI led cross-sell for protection.
“Seamlessly handing advisers a quote, data and everything they need in order to submit the application.”
Savundra continued: “Consumer Duty requires us all to put customers at the heart of everything we do.
“Our latest product helps firms bridge the protection gap and provides their customers with a route to understand, quote and apply for protection, in their own time, at their own pace, on any platform or channel they wish to use. All supported at every step by the advice firm.”
iPipeline added: ”Technology will play a defining role in making protection engagement and advice a more efficient, consistent process.
“As advisers begin to tackle a challenging economic landscape together with Consumer Duty, protection provides a huge opportunity. We’re delighted to help power Parker; a next generation embedded journey for customers.”
