Doing new business online allows you to streamline new business processing and gives you the control and flexibility throughout the client recommendation process.
Pre-sales illustrations and applications are available online on the Extranet and leading industry portals for all our individual pensions and onshore bonds.
Online illustrations
Our online illustrations are easy to use and have the following features
- Save and retrieve previously completed illustrations
- Review multiple illustrations
- Fund-specific illustrations
- Full adviser remuneration flexibility
- Industry standard PDF illustrations
- Complete audit trail of data and transactions for compliance
- Accuracy as online validation eradicates errors
- Instant playback of key policy information at the process means that back office system records can be quickly and easily updated
- We support industry comparison illustration services
We also link to a number of industry portals. Find out more about our portal integrations.
Online illustration
Online applications
The key to online applications is the re-use of information obtained from your client's quote. As a result clients receive their policy documentation quickly and commission payments are made sooner.
- Applications pre-populated from illustrations
- Access and amend saved applications any time
- Accuracy as online validation eradicates errors
- PDF copy of submitted applications available instantly to view, print and save
- Online tracking available for individual pensions
- Instant playback of key policy information, including policy numbers, at the process means that Back Office System records can be quickly and easily updated
- Complete audit trail of data and transactions for compliance
Online application
Commission
- Previous 13 months of commission statements available online
- Statements available in PDF format
- Real-time access to statements
- Speeds up the reconciliation and a cash flow planning processes
- Removes the need to rely on paper statements for audit and compliance purposes
- Industry standard EDI (Electronic Data Interchange) electronic commission statements
- Find our more about commission management
Apply for EDI
Visit eServices
Find out more
Find out more about how to use our eServices and how they can introduce efficiencies to your business at our eServices learning centre.
Feel free to speak to your Scottish Widows Account Manager. We're committed to ensuring you are getting the most out of our eServices.
