CIExpert available through IFA Compliance

clock

IFA Compliance has announced that it will now make CIExpert available to all adviser firms who are customers.

IFA Compliance provides support services for IFAs and for those seeking FCA approval for the first time.

CIExpert is designed to help advisers evaluate policies based on statistical data and creates reports for advisers allowing them to give clients an informed choice of policy.

Ian McIver, head of sales at IFA Compliance said: "There has been an unprecedented increase in the challenges facing adviser firms in recent years, so we are constantly evaluating any technology available that can assist firms in reducing the administrative burden this has created.

He added: We feel this is the perfect solution; providing greater knowledge of CI and confidence that you are providing high quality advice with the added bonus of an automatically generated audit trail to support the compliance process."

Alan Lakey, director of CIExpert said:"We are delighted that IFA Compliance have recognised that the improvements gained for both the compliance process and the client outcome creates the opportunity to increase both the quality and volume of protection business for their customers."

More on Critical Illness

Aviva boosts critical illness offering

Aviva boosts critical illness offering

Includes elements of AIG’s proposition

Jaskeet Briah
clock 18 November 2024 • 3 min read
Core vs comprehensive CI

Core vs comprehensive CI

Question of quality

Alan Lakey
clock 13 August 2024 • 2 min read
The importance of care

The importance of care

Value-added services for Cancer survivors

Alan Lakey
clock 10 July 2024 • 3 min read

Highlights

COVER Survey: Advisers damning of protection insurer service levels

COVER Survey: Advisers damning of protection insurer service levels

"It takes longer than ever to get underwriting terms"

John Brazier
clock 12 October 2023 • 5 min read
Online reviews trump price for young people selecting life and health cover

Online reviews trump price for young people selecting life and health cover

According to latest ReMark report

John Brazier
clock 11 October 2023 • 2 min read
ABI members with staff neurodiversity policy nearly doubles

ABI members with staff neurodiversity policy nearly doubles

Women within executive teams have grown to 32%

Jaskeet Briah
clock 10 October 2023 • 3 min read