The integration with UnderwriteMe’s Protection Platform aims to enable brokers using finova broker CRM to access a broader range of protection solutions, with the aim that brokers can provide clients with more accurate quotes and an efficient application process.
Mark Cracknell, commercial director at UnderwriteMe, commented: “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.
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“By integrating with finova Broker, we are making it even easier for brokers to embed protection into their advice process and deliver better outcomes for their clients.”
Matt Harrison, commercial director at finova Broker, added: “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.”
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