Users of the Trigold sourcing system Prospector Plus can now click straight through to Scottish Provident's online quotations on disk system for a protection quote with no need to re-enter client details.
The technology has been developed by Abbey for Intermediaries in partnership with Trigold in order to make it easier for IFAs to carry out an integrated mortgage and protection sales process.
Applications for Scottish Provident protection business will be automatically pre-populated offline. Trigold users can then access the QUOD system with one click and submit cases online.
John Gibbons, head of distribution development at Abbey for Intermediaries, says: “The development of this software is a significant additional benefit for intermediaries using Trigold's Prospector Plus. Mortgage and protection sales go hand in hand. This link has been created to make the quotes and application process for our protection product range easier for advisers to access.
“There are a great number of opportunities for cross-selling protection when doing mortgage business. Indeed, intermediaries can take this opportunity to improve their service to clients by looking after their financial needs in a more holistic way.”
Bill Safran, joint managing director of Trigold, says: “This link will provide tremendous additional benefit for our users. This development demonstrates the flexibility of both systems and intermediaries will feel maximum benefit for the minimum effort.”
Existing users of the Scottish Provident QUOD system can start using the link from June 7 2004. New users can apply for a disk, load QUOD onto their computers and start using the link the next time they use the Trigold software.