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Distribution Technology provides a planning and sales process benchmarking service. This service assesses the time taken and costs of delivering your processes based on a variety of case study scenarios. The results can be compared on an anonymous basis with other similar participants in the programme.

The service is particularly valuable when looking at the benefits of applying technology to your advice process. Our current results show that our solutions have reduced the total time spent on sales of Income Protection Insurance (IPI) policies by over half (54%) and investment products by a third (32%).

Needs analyses and suitability letters are most noticeably affected by the deployment of Distribution Technology’s Planning and Sales Platform software – in fact across these two areas technology frees up, on average, 82% of the adviser’s time. For ISA consolidation, time spent on these two processes is cut by a massive 85%.

Please contact us or your account manager to discuss this service.