We know you want your clients to have a straight forward experience during the application process. So making it easy for them to complete their questions is crucial.
That’s why our new online quote and apply service lets you save an application and send it securely to your clients so they can complete any information that’s still required (such as health and lifestyle). We’re the first provider to offer this.
Easier for you
There are a number of benefits to this option. For example, if you don’t have all the information to hand, sending questions directly to your clients can help get their plan started as quickly as possible.
Easier for your clients
It’s also beneficial for your clients. If they have a medical condition or need to include private information that they’re perhaps not comfortable discussing with you, this option can help them feel more at ease about sharing their information. This could help cut down on non-disclosure which could affect a claim.
And don’t forget, you keep total control of the application process. We’ll even email you to let you know your client has completed the questions.
Your feedback is important to us
If you’ve used our new online service, tell us what you think by taking part in our short survey.
And to say thanks, we’ll enter you in our prize draw to win a Nespresso coffee machine.
