We have recently issued a couple of newsletter articles relating to the changes being implemented by policy statement 21/05 “General Insurance Pricing Practices Market Study” that can be accessed from here.
To assist our clients, ATEB has mapped the relevant rules for distributors to help them be ready when the changes are to be implemented.
Please note that if you are a manufacturer or price setter the rules are lengthier and you will need to prepare so give yourself enough time to familiarise yourself with the document.
New Content Integration with Plannr
Doug McFarlane Suitability 2024, content management, ML, T.Bailey, transfer, Update
We are thrilled to announce that Plannr CRM has been added to our list of integration partners. Presenting a seamless integration between Plannr and ATEB suitability. Improved efficiency in creating suitability reports! Within Plannr, you can access ATEB Suitability directly through your client record and pre-populate your client data within our suitability report writing […]