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The Right PMI Network Announces PMI Quoting Engine to produce compliant fact-find and letter PDF Print E-mail
Monday, 04 September 2017
The Right PMI has announced a number of new developments to its innovative PMI sourcing system, PMI Quote. 

Key amongst these developments is the addition of an automatically generated, fully-compliant fact find and suitability letter, allowing advisers to generate all of the documents they need to follow a compliant sales process at the click of a button.

New Developments
Fully compliant fact find, automatically generated;
Fully compliant suitability letter, automatically generated;
Save key reasons why to use later;
Store and save your clients details – saves the documents generated under this client information hub;
Option to generate a quick quote or a full quote;
All the documents needed for a fully compliant sales process generated;
Add on discounts from providers.

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.”

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 an ideal and secure method for PMI advisers to obtain a letter of authority/appointment.

Key benefits of PMI Quote
Comparison of 10 of the leading PMI providers;
Compare using benefits, premium or commission – using an easy to read chart;
Quick and easy to use;
Quickly displays local hospitals in the given postcode;
Full policy document library;
Personalise all documents;
Quote in a range of underwriting styles;
Option to quote based on budget, mid-range, comprehensive – you define the parameters.
 
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