Its quite surprising that no software package currently caters for the Risk Insurance adviser. Yes, advisers can use popular full advice platforms such as X-Plan or COIN that have risk modules included in them, but these platforms don't fully cater for the specific needs of a risk adviser. Insert Rate Detective, one of Australia's biggest comparison websites and one of the top three writers of risk insurance in the country. Realising this lack of risk focused software in the market, they went out and developed their own. This new system has also been integrated with our Risk Research Solution - OmniLife. Apart from the expected workflow and lead management capabilities, it boasts the following unique features dedicated to the focused risk adviser:
This is a first of its kind system and we urge any risk focused adviser to give it a try. To get a free demo, please email Rate Detective
This news was so exciting, noted risk insurance publications RiskInfo and Risk Adviser wrote about it.