British Friendly’s new online quote and apply system.
Following our new system launch last week, we are delighted to receive some positive feedback from you about the overall look and feel of the new platform.
We appreciate there have also been a few initial teething problems and we want to reassure you that we are working hard to resolve these issues quickly. We thank you for your continued support, patience and feedback throughout this process. Our aim is to be easy to do business with, so we will continue to provide you with regular updates on common issues and what we’ve done to improve your experience working with us.
Where there are issues isolated to individuals we will be working with you directly to resolve any problems, but there are a few general updates we wanted to make you aware of:
Update 1 – E-mail and document error
We have become aware of an error that is impacting the production of some of our e-mails and documents. We are working to resolve this urgently and will keep you updated. For any urgent issues, please contact our New Business or Member Services Team on 01234 358 344.
Update 2 – Client Direct Debit error
For a small number of members, there was an issue collecting their premium payment via Direct Debit yesterday. You may receive e-mail notifications where your client’s Direct Debit collection has failed – please disregard this e-mail as the error has now been resolved and collections are underway again.
Update 3 – Access to documents on our previous document portal
We wanted to let you know we’ve been able to extend access to any saved documents and applications on our previous portal here until Tuesday 23rd February (30 days from our launch). If you need to access these documents, but have forgotten your login and password, please contact our Partnership Support Team on 01234 348 007 or e-mail sales@britishfriendly.com
A reminder of new features and improvements
- Access to multiple product quotes before logging into our system.
- Instant decisions for clean applications. Plus, all decisions will be provided online so you can activate the policies online without needing to contact British Friendly, meaning your clients cover can start outside of office hours.
- Improved commission payment process which now includes new applications submitted up to the day before payment with payments in your account by Wednesday each week.
- One system for quotes, applications, medical questions, application and policy documentation.
- A new password reset process which allows you to quickly change your password online.
We are here to help. If you are facing any issues with the system please don’t hesitate to contact us on 01234 358 344 or e-mail sales@britishfriendly.com.
