Lesson Category: Adviser L1 - Adviser Systems

Life and General Insurance

This lesson is to help you to understand how to use the protection and General Insurance systems to produce illustrations for clients. We use LifeQuote for protection and the main system we use for General Insurance is The Source. However, there are other GI providers approved, which include Legal and General and Homelet. For any of …

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Twenty7tec is the system advisers will use to search for the most appropriate products to recommend to their clients. Whilst the system does not have the same level of criteria options that KnowledgeBank has, it does have some criteria options. For example, you can tell Twenty7tec that the property is a HMO property, but you …

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Knowledge Bank

Knowledge Bank is a  criteria-based system designed and built by brokers to make placing mortgages easier and quicker. You can perform as many searches as you like over multiple criteria categories to find out which lenders will accept your client’s criteria. There are over 80,000 individual criteria being kept up to date by all leading lenders across …

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