IRESS & The Exchange


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.

Key Benefits

  • 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 £6.00 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.

    Useful Links

    For more information please contact [email protected]

    Visit Iress

    Download Fact Sheet

    See The Exchange in Action