The new functionality within the results screen on Synaptic Webline allows advisers to view key features and benefits of providers’ products in one place, helping them to deliver the best outcomes for their customers.
With many of the UK’s leading protection providers already taking advantage of the service enhancement, the solution not only helps advisers upsell key benefits but also supports the Financial Conduct Authority’s drive for protection to be sold on the basis of features and suitability, rather than price alone.
The new functionality represents a step-change for adviser portals, providing financial advisers with information at their fingertips to offer customers the products and features that best suit their needs. We know that it is vital that customers buy protection based on all-round suitability rather than just price, and the enhancements enable advisers to do exactly that by helping them to view and offer key benefits in one place, before they can proceed to purchase from the desired insurer.
Client director, Synaptic Software