UnderwriteMe Integration

CIExpert is taking another significant step forward in streamlining the process for protection sales with a new partnership with UnderwriteMe. We have integrated our market-leading CI comparison service with the strengths of UnderwriteMe’s Protection Platform to exploit the power of both platforms.

The one of a kind integration creates a protection journey with the capability to visualise and quantify the balance between quality of CIC and cost using fully underwritten premiums.

If you use CIExpert and UnderwriteMe’s Protection Platform, you can now:

Seamlessly transfer client data into CIExpert

View both standard & underwritten premiums within the CIExpert rankings

View underwriting decisions within the CIExpert rankings

INTEGRATION

Fully Underwritten Quotes Imported

The Protection Platform’s fully underwritten quote information is displayed alongside CIExpert’s quality rankings - meaning prices and quality can be assessed simultaneously. This allows you to review the options with a client and then immediately apply to put a policy on risk.

Watch our video guide

QUOTE

Alan Lakey, Director

“When working with a client to review the options available to them it’s crucial that the dialogue is carried out in a timely manner. Often a conversation has been initiated by perhaps a change in family circumstances or the purchase of a new property where timing is crucial.

One of the challenges that faces advisers is providing an assessment of the best options available within budget, in cases where underwriting could significantly influence that advice.

Given the delays that can be involved in accessing doctor’s reports to confirm underwriting decisions, which can vary significantly between insurers, this can easily create complications and a lengthy process.”

One of a kind integration

For the first time, this integration has made it possible to assess fully underwritten prices against quality of cover, making the process from initial client discussion to getting a policy in place, arguably the fastest process available in the market.

Lighten the load of Consumer Duty

A valuable tool to lighten the load by ensuring your clients receive an efficient and timely service. Avoid making those chasing calls for underwriting decisions and provide your clients a CIExpert report that includes the fully underwritten options for them to consider.

Free for our subscribers

We are delighted to launch this integration with UnderwriteMe, with all the enhancements it brings to the users of both our platforms. All at no additional cost to our subscribers.

SERVICE

Get started today

Discover what this ground-breaking new integration can do for you and your business.
Follow the links below to gain access to both platforms and start streamlining your workflow and processes today.

SUBSCRIBE TO CIEXPERT

UnderwriteMe’s Protection Platform
Where quotes are underwritten not underestimated.

You get a quick quote from a portal, present it to the client, complete the application, and then discover the price has gone up, or worse still, the client has been declined.

We’ve all been there, but you don’t need to go there again.

With Protection Platform’s one-application-for-all, you can quickly compare fully underwritten premiums for multiple products from multiple providers, even if the client has existing medical conditions.

You can then recommend with complete clarity and put the client on-risk with multiple providers with a single submission.

Advice given. Job done.

JOIN A FREE DEMO