XPLAN has introduced first-to-market changes to further improve the speed and accuracy for advisers using MLC’s online application process, Riskfirst.
The changes have resulted in significantly improved integration between the two systems.
Advisers using IRESS’ XPLAN and MLC’s Riskfirst will be able to automatically sync an additional range of client information directly with MLC Riskfirst. This will reduce double entry of data and further improve accuracy on the client’s application form. It will also allow a quote to be generated directly from XPLAN and for advisers to immediately validate the premium.
IRESS’s Head of Research Services, Louie Dimovski, said: “The more integrated systems can be, the greater the potential speed for advisers and their clients. This in turn allows advisers to spend more time with their clients. Applications that pre-populate details, and accounts that can be opened across systems, are increasingly popular for this reason. We look forward to continuing to work with MLC to extend this service further.”
MLC’s General Manager Retail Advised Insurance Sales, Russell Hannah, said: “We are delighted to have worked with IRESS to deliver this first-to-market integrated solution that will help drive increased efficiency for advisers when they are recommending and implementing insurance cover for their clients.”
