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Platform integration means more selling and less typing

by Staff Reporter9 minute read

ALI Group and Stargate Group have made it easier for brokers to sell insurance by integrating a paperless online application form.

Brokers will now be able to launch a pre-populated ALI Group loan protection application directly from Stargate’s SymmetryCRM platform.

That will eliminate the need for brokers to enter client details, obtain signatures or send any paperwork to ALI Group.

Loan Market became the first group to use the new integrated system on September 26.


The plan is to progressively roll it out to other aggregators that use SymmetryCRM.

ALI Group chief executive Huy Truong said the Stargate integration was a natural move because the company has always tried to integrate with brokers’ loan processes.

“We have seen how well Aussie brokers have adopted ALI Group’s integration into its CRM and we expect a similar reaction from Loan Market brokers with SymmetryCRM,” he said.

Stargate chief executive Brett Spencer said the integration “represents the future of mortgage broking” by allowing brokers to offer more services without re-keying large amounts of data.

“By enabling brokers to offer such a vital product to their customers with just a simple click of a button helps build their business and retain their customers,” he said.

[Related: Stargate integrates SymmetryCRM with RP Data]

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