FTRC, via Adviser Forum, produces Automation Ratings, providing an objective measurement of a provider’s ability to supply e-new business services using straight through processing.  Using adviser defined priorities for pre-population of electronic applications for protection, pension and investment bond products, ratings are produced identifying the extent client management systems, portals and providers re-use information.

AUTOMATED RATING ANALYSIS SHEETS

• Assureweb - Quay Software - Norwich Union
• The Exchange - 1st Software - Norwich Union
• Webline - Quay Software - Norwich Union
• Intelliflo - Assureweb - Legal & General

HOW THEY RATE

• Overall Results Table
• Results by Client Management System
  • 1st Software
  • Focus Solutions
  • Intelliflo
  • JCS
  • Quay Software
  • Sirius
• Results by Portal
  • Assureweb
  • The Exchange
  • Webline
• Results by Provider
  • Aegon Scottish Equitable
  • AXA
  • Clerical Medical
  • Friends Provident
  • Legal & General
  • Norwich Union
  • Prudential
  • Scottish Life
  • Scottish Widows
  • Standard Life
  • The Hartford
  • Winterthur Life
  • Zurich
• Results by Product
  • Protection
  • Pensions
  • Bonds