The Right PMI Network enhances sourcing system
The Right PMI has announced a number of new developments to its PMI sourcing system, including the addition of an automatically generated, fully-compliant fact find and suitability letter.
Other new features include the ability to store and save client details, generate a quick or full quote, and add on discounts from providers.
Other developments to the sourcing system include an e-signature function that allows clients to sign documents on their smartphone or computer, without the need to print or scan documents.
Providing a full email trail, this presents a secure method for PMI advisers to obtain a letter of authority/appointment.
Amanda Wilson, Head of The Right PMI, said: “We’ve made some fantastic developments to PMI Quote recently. Our advisers and I think that it is the most efficient quoting system available in the PMI market: the system is miles ahead of others in terms of usability and sales tools. The addition of the auto-generated fact find and suitability letter will make our members’ jobs a whole lot quicker and easier.
"We have taken feedback from existing users to produce a number of new developments which makes PMI Quote the number one choice for PMI advisers.”
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