PTFS launch comparison ASU Quote Engine

The system enables brokers to generate comparison quotations with a panel of leading ASU providers; they can then go on to complete the full application through the one system. Once submitted the case is sent directly to the insurance provider where it is processed and policy documents are issued directly to the client.

Once completed the system automatically creates and saves the fact find, illustration and demands and needs letter. A policy record is automatically created where commission is then reconciled with no intervention required by the adviser.

Providers on panel include Paymentshield, Hitachi, Legal & General and Assurant.