Quotes

Electronic quotes include a number of features that assist compliance.

Firstly, for comparative quotes from portals, a copy of the comparison output can be placed on the client file as part of your record of the product research undertaken.

In addition, the quote systems and services are built within the legislative parameters to prevent quotes being produced that are known to be outside the regulatory regimes (e.g. maximum premiums or benefits).

Finally, the quotes themselves and the associated key features comply with Financial Services legislation and can be confidently presented to clients.