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CIExpert revamps Insight Zone Dashboard

by Graham Simons
02 June 2025
ProtectX9: Advisers must consider four key factors for fair critical illness value – CI Expert
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CIExpert has revamped its Insight Zone Dashboard.

The revamped dashboard acts as an overview for the existing Insight Zone pages for critical illness (CI), income protection (IP), and life cover, by providing a centralised access hub for navigation to different insurers and new insight features aimed at keeping its users informed.

This includes a news area for the latest product updates, industry-wide claims data, campaign information, and a library of educational resources.

The dashboard is fully accessible through CIExpert’s integration with Iress (The Exchange and Xplan Mortgage platforms) and via major distributor platforms.

Natalie Mayne, creative director at CIExpert, (pictured) said: “The Insight Zone has brought real clarity to our users for CI, IP, and life policies over recent years.

“We know how time-consuming it can be to navigate multiple insurer sites.

“This new dashboard offers a user-friendly way to explore product updates, insights, and learning resources – all in one place.

“We’ve also seen through our Critical Thinking LIVE webinars how valuable peer experience is, and this platform brings that shared learning directly into the Insight Zones.”

Paula Bertram-Lax, chief customer and people officer at LifeSearch, added: “CIExpert’s Insight Zones have been a key part of every LifeSearch adviser’s protection toolkit for years.

“They give us detailed, up-to-date actionable analysis across the full market for life, critical illness, and an impressive number of income protection insurers – all verified by the insurers themselves.

“Their new dashboard makes it even easier for our advisers to access insurer information in one place, and their growing ‘knowledge base’ helps us have better, more informed protection conversations with clients. CIExpert plays a valuable role in helping us give clear, trusted advice.”

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