Report topic or post
If you feel like the content shown below has broken cherry's rules, please click the "Report to cherry" button at the bottom to let us know why.
We are pleased to announce that ClientTree is now integrated with UnderwriteMe's Protection Platform!
A bit of background
The ClientTree CRM system is designed to offer advisers a straightforward, modern, cloud-based system that reduces administrative tasks and promotes efficiency via
- Integrated Solutions including a client portal, mortgage sourcing, general insurance (GI) and personal insurance sourcing;
- Automated Mailshots and E-Signature Functionality to facilitate automated communication and paperless documentation;
- Client-centric structure to provide brokers with an easily accessible record of all transactions and interactions for a user-friendly experience.
These features help reduce time spent on admin, allowing brokers to focus on their clients.
UnderwriteMe's Protection Platform revolutionised the broker market with its fresh approach offering
- Upfront Underwriting to give brokers immediate underwriting decisions;
- Product Comparisons via Defaqto, CI Expert and Protection Guru Pro allowing brokers and clients to make an informed decision;
- Multi-Product and Multi-Applicant Quotes to easily source quotes for multiple products and applicants simultaneously, enhancing efficiency and client service.
These features enable brokers to offer a complete product and underwriting analysis during the sourcing process, ensuring clients receive the most suitable protection options.
Integration Benefits
The integration of the ClientTree CRM system with UnderwriteMe's Protection Platform offers numerous benefits, including seamless dataflow, less time spent on admin, eliminating the need for re-keying data and staying compliant throughout the advising process.
We're happy to show you how you can benefit from switching to ClientTree - book a demo here: www.clienttree.net/book-demo
