Defaqto Engage is a new protection and general insurance research comparison tool which aims to assist advisers in reaching client recommendations.
It aims to make the process of reporting, recommending and reviewing policies simple and straightforward by justifying product suitability and ensuring that compliance requirements are met.
Sally Laker, managing director of Mortgage Intelligence commented: “I am confident that advisers will find Defaqto Engage valuable and I would encourage members to contact Defaqto or our teams to arrange their free trial.”
Roger Perry, head of intermediary sales at Defaqto, commented: “This provides the broker with all the necessary information needed to meet the needs of their clients by highlighting the differences between products their clients may be considering.”
