In today’s fast-paced and competitive mortgage and protection sector, staying ahead of the curve with the latest tools and technology is key to delivering the best service to clients. That’s why we’re excited to announce that finova Broker has integrated with the Protection Platform, a move that promises to expand the protection sourcing options available to brokers and provide them with enhanced capabilities to better serve their clients.
We’re delighted to confirm this integration is now live and all brokers using finova Broker CRM can start taking advantage of it today.
A game-changing integration for brokers
The integration between finova Broker and our platform provides advisers using the finova CRM with an even broader range of protection solutions. This will help access more accurate quotes and ensure a smoother application process, ultimately making it easier for clients to secure the right cover at the right price.
The integration focuses on making protection sourcing as efficient and effective as possible. By tapping into the Protection Platform, brokers will benefit from real-time underwriting decisions, offering them accurate pricing upfront, which helps sets customers expectations. This is particularly vital in today’s environment, where customers expect transparency and reliability at every stage.
Mark Cracknell, Commercial Director at UnderwriteMe, commented on the significance of this development: “The protection gap remains a significant challenge in the UK market, and with Consumer Duty front of mind, it is essential that brokers are equipped with the best tools to ensure their clients receive comprehensive protection. Our unique platform enables brokers to access real-time underwriting decisions, ensuring that rated clients receive accurate pricing upfront and avoid any unnecessary surprises later in the process.”
Enhancing broker capabilities and business growth
The integration enhances finova Broker’s CRM, providing brokers with more options when it comes to sourcing protection products. This not only streamlines the process for brokers but also enables them to increase revenue by better serving their clients. As Matt Harrison, Commercial Director at finova Broker, explained: “At finova, we are committed to supporting brokers with the most advanced technology available. Our integration with UnderwriteMe enhances our CRM’s capabilities, giving brokers even more choice when it comes to protection sourcing. By streamlining the process and improving accessibility, brokers can better serve their clients, increase their revenue, and most importantly, ensure customers are fully protected.”