Finova Broker and UnderwriteMe Unite to Revolutionize Client Protection Services
In a significant move to enhance the services provided to financial advisers and brokers in the UK, finova Broker, a prominent mortgage and protection CRM provider, has partnered with UnderwriteMe. This collaboration aims to offer an expanded range of protection sourcing solutions, streamlining the process for brokers and improving the overall client experience.
New Integration to Enhance Broker Efficiency
The integration of UnderwriteMe’s Protection Platform into the finova Broker CRM system is set to transform how brokers operate. By combining these powerful tools, brokers can now:
- Deliver more accurate quotes to clients.
- Reduce application friction, making the process smoother.
- Secure appropriate coverage at competitive prices.
Streamlined Operations for Financial Advisers
This partnership is designed to address the persistent protection gap in the UK market. With evolving customer needs and increased regulatory scrutiny from the Financial Conduct Authority (FCA), the demand for better client outcomes has never been more critical. The integration enables advisers to provide:
- Real-time underwriting decisions, ensuring clients receive accurate pricing from the start.
- Simplified application processes, which reduce surprises for both brokers and clients.
- Enhanced service delivery, leading to improved customer satisfaction and operational efficiency.
Statements from Industry Leaders
Mark Cracknell, Commercial Director at UnderwriteMe, emphasized the importance of this collaboration, stating, “The protection gap remains a significant challenge in the UK market. It is essential that brokers are equipped with the best tools to ensure clients receive comprehensive protection. Our platform enables brokers to access real-time underwriting decisions, ensuring accurate pricing upfront.”
Similarly, Matt Harrison, Commercial Director at finova, remarked, “Our integration with UnderwriteMe enhances our CRM’s capabilities, providing brokers with more options for protection sourcing. By streamlining processes and improving accessibility, brokers can serve their clients better and grow their business.”
Conclusion
The strategic partnership between finova Broker and UnderwriteMe signifies a crucial step forward in addressing the challenges faced by brokers in the UK financial landscape. This integration not only enhances the tools available to financial advisers but also aims to close the protection gap, ultimately leading to better service and outcomes for clients.
For more information on how this integration can benefit you, visit finova Broker and UnderwriteMe.
