The feature has been built into the Smartr365 platform and allows advisers to refer clients to Pure Protect with a single action, which should allow advisers who do not give protection advice to offer clients a guidance journey.
Conor Murphy, CEO of Smartr365, said: “We know protection is a vital part of a client’s financial wellbeing – and we also know not every adviser wants to deliver that advice themselves. One Click Referral bridges that gap by making it easy, compliant and instant to refer to trusted partners like Pure Protect. It’s another step in simplifying the adviser journey without compromising on client outcomes.”
Toni Smith, director of Sesame, said: “Sesame Bankhall Group is committed to working with innovative technology partners like Smartr365 to help advisers grow their protection business. This new feature is a great example of how smart digital solutions can make it simpler and more efficient for advisers to offer protection – ultimately supporting better outcomes for their clients.”
Dale North, chief executive at Pure Protect, said: “Together with Sesame and Smartr365, we’re proud to champion innovation that puts both advisers and their clients first. By embedding this referral functionality within the Smartr365 platform, we are helping advisers save time while ensuring their clients receive expert guidance from our experienced protection professionals.”
