JammJar integrates iPipeline protection sourcing into platform
IPipeline’s protection sourcing technology has been integrated into the JammJar CRM platform, allowing advisers to seamlessly introduce protection into the advice process.
Advisers using JammJar will be able to access iPipeline’s protection sourcing within the platform, instead of switching between different systems. The firm said this would make protection a more “natural part” of the advice process.
JammJar’s platform is powered by artificial intelligence (AI) and has been designed to put connected technology at the centre of the advice process by connecting people, processes, communication and data within one system.
The firm said the iPipeline integration was the last step in that development.
Karl Griffin (pictured), CEO and co-founder of JammJar, said: “Mortgage advisers have spent years having to work across different systems that don’t talk to each other. Protection is a really important part of the advice journey, so it makes no sense for advisers to have to step outside the environment where they’re already managing their clients and cases to access the tools they need.
“That’s what we’re changing with JammJar. We’re creating an intelligent layer across the mortgage business that connects people, processes, communication and data, with AI at the heart of it. The aim is to remove the manual administration and disconnected technology that gets in the way of advisers doing their jobs.”
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Griffin said JammJar was “not trying to build the next generation of CRM” but was “building what comes next – a smarter, more human way to run a mortgage business, and integrating iPipeline’s protection sourcing technology is another important part of delivering that”.
He added: “The iPipeline integration is also just one of a number of major developments we’re about to unveil. If brokers want to see how it works in practice, and what else is coming to JammJar, I’d encourage them to register for our webinar on 17 September. We’ll be demonstrating the next generation of the platform and showing what these changes mean for advisers day to day.”
Stephanie Hydon, AVP of strategic sales partnerships at iPipeline, said: “Technology will play the most crucial role in making protection a more natural, consistent and efficient part of the mortgage advice journey.
“By integrating SolutionBuilder with JammJar we continue to remove friction from the protection advice process – increasing adviser confidence and increasing the time they spend on meaningful client engagement.”
