We’ve updated our online quote and apply service to make it quicker and easier to do business with us. It works across all electronic devices, so you can use it on go – either with your laptop, tablet or smartphone.
Better still, it has a smart rules engine built in. This means a client will only need to answer those questions that are relevant to them. We’ve also created a ‘send to client’ option. This gives you the choice to complete the application online yourself when you’re with a client, or to start the application and then send sections to the client to complete in their own time. Perfect for when the client doesn’t have all their medical information to hand, or it’s a sensitive issue.
Why not give our new online system a go? And if you like it, let us know by voting for us in this year’s FT Adviser Online Service awards.