The Right Mortgage & Protection Network has added Acre’s Health Fact Find feature for its advisers.
The network said the introduction forms part of its ongoing commitment to enhance the adviser and client journey, delivering more comprehensive data capture tools to support and simplify the protection, private medical insurance (PMI), and equity release advice processes.
Available now to all advisers within member firms, the Health Fact Find enables advisers to record client health information across key areas including medical history, general lifestyle, diagnosed conditions, medications, GP and family medical information.
The new section appears within the Acre platform on all health and protection cases, sitting beneath the existing fact find area.
It includes features such as auto-calculated body mass index (BMI) based on entered height and weight, and a synchronised smoker status field that aligns with the protection sourcing journey.
Later this year, the functionality will be expanded via the introduction of the client portal Health Fact Find. This will allow clients to complete their own health data independently and securely from home, prior to or between adviser meetings.
Nicola Ventrella, operations director at The Right Mortgage & Protection Network, (pictured) said: “The launch of the Health Fact Find is a major step forward in giving our advisers the tools they need to deliver outstanding, compliant advice that puts the client at the heart of the conversation.
“It’s been designed by Acre to work intuitively, saving time while capturing richer health data across protection, PMI and equity release/later life lending cases.
“We’re also very excited about what comes next. The forthcoming launch of the client portal Health Fact Find means clients will soon be able to complete their health details themselves from the comfort of their own home.
“That’s not only convenient but will free up advisers to focus more time on advice and less on administration, supporting both business efficiency and client experience.
“Our ambition is to provide a technology journey that continues to evolve with our members’ needs.
“This is the latest step in that journey, and one that reinforces our long-term partnership with Acre and our determination to keep delivering the very best support to our firms.”
Chris Goodfellow, chief technology officer at Acre, added: “At Acre, we make it possible for firms like The Right Mortgage’s members to run their entire business on our platform, keeping all client data in one place to provide holistic, tailored advice.
“The introduction of Acre’s Health Fact Find enhances advisers’ ability to make sure they are providing the best outcomes for all their customers’ needs.”