First2Protect has launched its new dealer portal in collaboration with Acturis.
The dealer portal goals to cut back administration time, enhance conversion charges and supply full visibility of referral progress and buyer outcomes.
The platform automates guide processes, introduces a devoted workflow for referrals, and allows companies to watch efficiency and income by means of built-in administration info dashboards.
First2Protect and Acturis labored intently with pilot advisory companies, networks and insurers to form the platform.
The portal launched yesterday (24 November), with onboarding and coaching supplied through the First2Protect enterprise growth group.
First2Protect enterprise growth director Brian Coulton says: “The launch of our Dealer Portal represents a serious step ahead in our mission to make basic insurance coverage simpler and extra clear for advisers.”
“Brokers instructed us they needed real-time visibility, simplicity and confidence within the course of, and that’s precisely what we have now delivered.”
“This expertise offers advisers real management over the referral journey whereas enabling them to guard extra purchasers, enhance penetration and develop recurring earnings — all with out extra administrative burden.”
