The critical illness market has over the last few years seen a constant flow of policy upgrades, that whilst offering significant benefits to the client, make the task of selecting the most appropriate option for a client even more challenging.
It has never been so complex to choose between critical illness policies with over 140 conditions in the market, which seems to increase every month. This complexity deters many advisers from advising on critical illness and to avoid reviewing clients existing policies missing the opportunity in many cases to improve their cover.
CIExpert focuses on providing the analysis to enable advisers to understand and assess the best choice for their clients in this complex environment, together with the knowledge and the tools to convey the reasoning to their clients. The new major upgrade to CIExpert’s product has been developed over the last couple of years to take this evaluation to a new level of precision combined with greater ease of interpretation for the adviser and client alike. We like to call this powerful combination Personalised Predictive Analysis.
- Online service that helps advisers to increase efficiency and confidence in assessing the most appropriate critical illness policy for their clients
- A detailed ranking system based upon incidence statistics, makes matching policies to individual client’s needs effortless
- Access to a detailed knowledge base of both current and historical policies
- Automatically generated reports promote a successful and engaging client discussion and also keeps your compliance team happy
- 10% discount to PMS firms along with a 1 day free trial