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The modern insurance market requires a significantly different approach compared to five or ten years ago, let alone a couple of decades ago.
Clients expect a certain level of service from their adviser, which has now been reinforced by the FCA’s Consumer Duty regulations implemented in 2023.
Re-designed with customers in mind, this system will allow advisors to introduce their clients to an insurance policy journey with minimal contact information before handing the consumer complete autonomy over their policy.