Aviva’s protection products have been added to CIExpert’s Insight Zone which covers personal and business life policies in addition to critical illness.
The digital dashboard aims to make adviser protection sales and research processes easier and covers aspects such as claims statistics, product flexibility, age and term limits and added value services.
It also includes the condition tracer tool which provides advisers with an overview of the key differences between critical illness, life and business policies to help advisers navigate the range of complex conditions with varying definitions.
Paul Dalgliesh, head of protection propositions at Aviva said: “The critical illness market continues to evolve and balancing comprehensive coverage alongside adviser and customer understanding remains an ongoing focus for Aviva.”
He noted that outside of the critical illness definitions, products were continuing to evolve and become more complex and wide-ranging.
“This new analysis tool allows advisers to take into consideration all of these benefits, simplifying the task and offering them the necessary breadth of information and detail, partnered with sophisticated technology to enable them to best advise their clients,” Dalgliesh added.
Alan Lakey, director at CIExpert, (pictured) said: “One of the consequences of the past 18 months has been that advisers are having far more virtual interactions with their clients that provide the opportunity to share their screen and talk through the options available to them and present the rationale for their recommendations.
“We believe these new interactive tools will serve new and experienced advisers in providing a richness of visual support tools to better enable meaningful, needs-based conversations with clients.
“We are delighted that Aviva has decided to support us in providing this service. The support of insurers joining the Insight Zone enables us to develop and maintain this service for CIExpert’s existing users at no additional cost.”
