The Right PMI Network has announced a number of developments to its PMI sourcing system, PMI Quote.
The network has added an automatically generated, fully-compliant fact find and suitability letter. Advisers will also have the ability to store and save client details, the option to generate either a full quote or a quick quote and add on discounts from providers. Other developments to the sourcing system include an e-signature function that allows clients to sign documents on their smartphone or computer, without the need to print or scan documents. Amanda Wilson, head of The Right PMI, said: "Our advisers and I think that it is the most efficient quoting system available i...
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