Overview
The Exchange is the market leading online quote and apply portal for financial intermediaries. It makes finding and applying for the right products easy, helping to find the right solutions for clients.
Key Features
Extensive market coverage
The Exchange works alongside all of the UK’s major product providers and is supported by over 38,000 users. So you can have peace of mind that you are offering the best advice and have evidence to support your recommendations.
Extensive product coverage
Protection:
• Term assurance (life and critical illness)
• Income protection
• Business protection
• Whole of life/over 50s
• Multi-benefit products
Retirement and savings:
• Annuities
• Equity release
• Personal pensions
• Investment bonds
Real-time, accurate quotes
Quotes and illustrations are produced in real time,direct from providers, so they are accurate and tailored to every client’s specific needs and circumstances. All quote data is stored for up to 30 days and is easy to retrieve and review.
Multi-benefit & multi-policy quotes
Save time and increase protection sales by quoting for up to five benefits at once. The Exchange also allows comparison of single-benefit products alongside multi-benefit products, in a single view.
Reliability
The UK’s longest established portal with a proven, stable service—availability at 99.95%.
Integration with CRM software
The Exchange has integrations with many industry-leading CRMs, however, you can connect your own CRM via application programming interface (API) options—designed to support your organization's needs.
Innovation
With a comprehensive development roadmap,The Exchange is continually evolving to support changing market and customer needs. Some examples include BMI options to provide partially underwritten quotes and streamlined applications with ‘buy-now’ products.
Consumer quote plug-ins
Improve your lead generation capability and reach with a simple plugin that can display quotations on your website.
Network friendly configuration
Our onboarding team can set up preferred provider and product panels, saving you time and streamlining your processes.Your quotes can be sourced whole of market or on a restricted panel basis, so they reflect your commission model and underwriting criteria.
Compliance and regulatory updates
Our ongoing investment in The Exchange ensures that it receives the latest compliance and regulatory updates.
Integrations with other software and services
Electronic identity checking (EiD&V)
The Exchange’s identity checking service is provided by GBG, the global leader in identity data intelligence.
Investment & fund research
Integrates with Synaptic, a leading product and fund research tool.
Administration
Integrates with LifeQuote so you can protect more clients, reduce administrative burden and save time.
Key Benefits
Improve efficiency. Enter the client and quote details only once with no re-keying. Applications are pre-populated—reducing errors and saving you time.
Offer the best advice. Make recommendations based on the extensive market coverage for protection, annuities and equity release using real time, premium information
Gain the evidence you need to support your recommendations.
Enjoy unlimited 24/7 access, with an extensive range of support tools, from only £10 per month.
