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Legal & General secures Vizolution screen sharing technology for protection sales

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  • 06/08/2013
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Legal & General has launched Vizolution's vScreen screen sharing solution to its remote financial advisers enabling brokers to show customers presentations, documents, and illustrations during the interview.

Vizolution has also developed a number of calculators tailored for L&G with one enabling the consultant to graphically illustrate income and expenditure based on a customer or a couple’s lifestyle.

Vizolution said the tool allows the consultant to illustrate the potential mortgage, family and income protection shortfalls specific to the household incomings and outgoings.

Jon Roderick, business director at L&G, said: “We are always striving to improve the customer journey and enhance the service we provide. vScreen brings a face-to-face experience to a remote advice process, helping us to engage in a more valued way.”

He added: “We can also save customers’ time by directing them to relevant and important information in our literature rather than relying on them to understand and interpret all of the information once received in the post.”

L&G said another reason it took on vScreen was its ability to work on all computers, laptops and smart phones, irrespective of operating system or browser.

Bill Safran, CEO of Vizolution, said: “This is a great example of a forward thinking company using technology to provide a better service to their customers. This places L&G at the forefront of providing remote advice to customers and sets the standard for the rest of the industry.”

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