Quickly turn quotes into applications and submit underwriting responses.
- No client wet signatures required
- Complete online applications while with clients or by Data Capture Form
- Responses to underwriting questions completed online
- Use Proposal Tracking to monitor progress of applications
Once you and your client have decided upon which quote to progress, you can move this into the application stage of our online journey where we'll ask you to:
- confirm your, and your client's, acceptance of our online declarations
- tell us who the plan owner will be and to give us some client contact details
- input your client’s responses to our underwriting questions.
If your client won’t be with you when you complete the online application, use our Data Capture Form to record your client’s application responses. This form mirrors our online process enabling you to key this information online later without you having to go back to your client for further details.
It's essential that all answers given by your client to support an application are done so honestly and in full. If answers are later found out to be incorrect or incomplete, this could result in us not paying out in the event of a claim.
Use our proposal tracking service to search for, and monitor progress of, all your protection business as it travels through the online application and underwriting stages. Our proposal tracking service enables you to:
- see when an application is ready for you to place on risk
- determine any action needed to progress your application by taking you straight to the point where action is needed
- monitor the progress of any applications that we’re taking care of for you; for example, if we need to contact your client’s GP for supplementary medical information.
Understand our Underwriting process.