Improvements we are making to help you and your clients
We’ve listened to your feedback and introduced four electronic documents for the key pieces of documentation you use most. You now have instant access to your clients’ policy information which you can print and save for your records or compliance requirements.
- Offer of Terms – A brand new document updated in real time
- Application Summary – Simplified to make it easier to view your clients’ information
- Plan Summary – View up-to-date information on your clients’ cover at any time
- Welcome Pack – View your clients’ Welcome Pack online
These enhancements will give you instant access to your clients’ policy information which you can print and save for your records or compliance requirements.
Look out for more improvements coming soon to provide you with an even better proposition.
To find out more about the ways we make protection easier, see our 5 Reasons.
