“The IPTF’s inclusion of our Income Protection Dashboard on its site is a strong endorsement of the Insight Zone’s value to advisers, insurers, and the wider industry"
Paul Roberts
CIExpert has integrated with the Income Protection Task Force (IPTF) to provide a direct link to its Income Protection (IP) Insight Zone Dashboard via the ‘Adviser Tools’ section of its website.
This dashboard has been designed to equip advisers with practical tools, improve understanding, and support better customer outcomes - creating an integrated, insight-led hub for protection advice.
CIExpert’s dashboard is currently accessible through its two-way integration with Iress - this functionality is exclusive to Iress for 2025 and is available via its sourcing platforms, The Exchange and Xplan Mortgage - and now through the IPTF.
