CIExpert adds Vitality to IP Insight Zone and extends claims dashboard

CIExpert has included Vitality in its income protection (IP) Insight Zone, which is immediately available to all CIExpert subscribers at no additional cost.

Vitality’s IP plan joins those already available from AIG and Guardian on the platform as CIExpert develops its range of services offered to advisers.

With CIExpert’s Critical Thinking 2024 Report indicating a lack of understanding of income protection, the firm has also extended IP claims data available to include claims by total amount in payment, by year, by condition and by age to help advisers explain the merits of IP.

CIExpert said its in-depth look at Vitality’s product included the earnings guarantee, enhanced recovery benefit, income booster, support for public sector employees plus details of their health and wellbeing benefits and rewards through the Vitality Programme.

Paul Roberts, proposition and distribution director at CIExpert said: “It is encouraging to see the growth of the income protection market as CIExpert continues to develop our Insight Zones for advisers and their clients.

“Our recent Critical Thinking 2024 Report has clearly demonstrated that advisers face a challenge to educate their clients about the options that both critical illness and income protection provide them.

“It has prompted us to think about the tools that we provide and when considering IP claims data, we thought that adding interactive charts to explain the type of conditions and age distribution of IP claims would assist them in that process.

“We believe the enhanced claims dashboard is a great addition for advisers and consumers as we strive to provide a consistent approach across the market.“

Andy Philo, director of strategic partnerships at Vitality, (pictured) said: “Vitality has seen considerable growth in IP sales since we made significant enhancements to the product last year and it’s great that CIExpert’s new insight zone can present these from today, helping advisers recognise the strength of the Vitality IP product for their clients.”

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