Iress The Exchange is the UK’s market-leading quote and apply portal for financial professionals. It makes finding and applying for the right products easy - saving time and reducing the cost of advice.
The Exchange provides the ability to research, quote and compare clients’ protection needs quickly and easily. It generates real-time quotes in seconds and applications are automatically pre-populated with client data—so it's easy to apply online at the touch of a button.
- Extensive market coverage - with over 300 products available from all the UK’s major product providers
- Greater price certainty - enter BMI to get partially underwritten quotes
- Compare price and value - quickly perform side-by-side comparisons across both core and value-added benefits, produce reports, and directly link into provider sites to find out more.
- Greater product clarity - see up front how each provider responds to the smoker question with smoker notes.
- Save time and increase protection sales - quote for up to five benefits at once and compare single-benefit products alongside multi-benefit products, in a single view.
- Submit electronic new business - enter client and quote details only once. Applications are pre populated, reducing errors and saving you time.
- All for only £10.00 p.m. + VAT
Integration with the Key
The Exchange is compatible with the Key integration. The use of this integration can save you time and help build a more robust file.
For more information please contact [email protected]
Download Fact Sheet
See The Exchange in Action