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Integrated sales system for cover and mortgages

Users of the Trigold sourcing system Prospector Plus can now click straight through to Scottish Provident&#39s online &#39QUOD&#39 (quotations on disk) system for a protection quote in one step with no need to re-enter client details.

The technology has been developed by Abbey for Intermediaries in partnership with Trigold to make it easier for IFAs to make integrated mortgage and protection sales. The process should encourage advisers to consider the add-on sales potential of protection policies when advising on mortgages.

John Gibbons, head of distribution development at Abbey for Intermediaries, says: “This software provides a significant benefit for intermediaries. Mortgage and protection sales go hand-in-hand. This link has been created to make the quotation and application process for our protection product range easier for advisers to access.

Bill Safran, joint managing director of Trigold says: “This development demonstrates the flexibility of both QUOD and Prospector Plus. Intermediaries will get maximum benefit for minimum effort.”


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