Focus Solutions, the provider of multi-channel distribution solutions to the financial services industry, has extended its partnership agreement with Assureweb, the award-winning technology service for intermediaries.
Focus Solutions is broadening its relationship with Assureweb, its preferred portal partner, to incorporate a more efficient quote and apply process for Life & Pension products. Assureweb is closely integrated with focus:360, Focus market leading product suite, and the extension of the relationship will enable a seamless quote and apply process, driven directly from the product research section, for advisers using the solution.
By utilising focus:360 with Assureweb under the extended relationship, advisers will be able to benefit from a reduction in re-keying of data as a greater set of information will be pre-populated from the quote into the application form from the focus:360 fact find. In addition users can take advantage of an improved compliance audit trail as all documents produced from Assureweb are automatically saved against the client file in focus:360. The combined solution also supports both whole of market and restricted advice models through its authentication process, providing flexibility in a post RDR world.
We have had a long standing, successful partnership with Assureweb which has added significant value to our clients, says Richard Stevenson, CEO, Focus Solutions. The latest integration now available in focus:360 will help our adviser clients to further streamline their advice processes whilst at the same time ensure that they are compliant.
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