finova Broker and UnderwriteMe join forces to streamline client protection services

finova Broker, a leading mortgage and protection CRM provider, and UnderwriteMe have announced a new integration aimed at enhancing the suite of tools available to financial advisers and brokers in the UK.

finova Broker, a leading mortgage and protection CRM provider, and UnderwriteMe have announced a new integration aimed at enhancing the suite of tools available to financial advisers and brokers in the UK.

The strategic partnership is designed to equip brokers with a broader and more comprehensive set of protection sourcing solutions, according to FF News.

With the integration of UnderwriteMe’s Protection Platform into finova Broker’s CRM system, brokers can offer clients more accurate quotes, reduce application friction, and increase the likelihood of securing appropriate coverage at competitive prices.

finova Broker supports mortgage and protection professionals by delivering a CRM that combines customer relationship management with robust tools for protection product sourcing.

The platform is built to streamline brokers’ day-to-day operations, helping them better manage client needs and grow their business.

UnderwriteMe’s Protection Platform enables advisers to access real-time underwriting decisions, which helps rated clients receive accurate pricing from the outset.

The platform is designed to reduce surprises later in the application process, simplifying the journey for both brokers and customers. Its integration with finova Broker further enhances its utility by embedding protection solutions more seamlessly into the adviser workflow.

The partnership also directly addresses the UK’s persistent protection gap—a challenge exacerbated by evolving customer needs and heightened regulatory scrutiny.

With the Financial Conduct Authority’s Consumer Duty regulations underscoring the need for better client outcomes, this collaboration enables advisers to deliver more suitable and transparent protection solutions.

Additional benefits from the integration include improved operational efficiency for brokers, increased customer satisfaction through smoother journeys, and the potential for greater business growth via enhanced service delivery.

UnderwriteMe commercial director Mark Cracknell said, “The protection gap remains a significant challenge in the UK market, and with Consumer Duty front of mind, it is essential that brokers are equipped with the best tools to ensure their clients receive comprehensive protection. Our unique platform enables brokers to access real-time underwriting decisions, ensuring that rated clients receive accurate pricing upfront and avoid any unnecessary surprises later in the process. By integrating with finova Broker, we are making it even easier for brokers to embed protection into their advice process and deliver better outcomes for their clients.”

finova Broker commercial director Matt Harrison said, “At finova, we are committed to supporting brokers with the most advanced technology available. Our integration with UnderwriteMe enhances our CRM’s capabilities, giving brokers even more choice when it comes to protection sourcing. By streamlining the process and improving accessibility, brokers can better serve their clients, increase their revenue, and most importantly, ensure customers are fully protected.”

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