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Quickly turn quotes into applications and submit underwriting responses.

 

Features

  • 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

Apply now

 

 

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.

 

Proposal tracking

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.

 

Next steps

Understand our Underwriting process.

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Scottish Widows Limited. Registered in England and Wales No. 3196171. Registered office in the United Kingdom at 25 Gresham Street, London EC2V 7HN. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority. Financial Services Register number 181655.

Scottish Widows Unit Trust Managers Limited. Registered in England and Wales No. 1629925. Registered Office in the United Kingdom at Charlton Place, Andover, Hampshire SP10 1RE. Tel: 0345 300 2244. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 122129.

HBOS Investment Fund Managers Limited, registered in England number 941082. Registered office in the United Kingdom at Trinity Road, Halifax, West Yorkshire HX1 2RG. Authorised and regulated by the Financial Conduct Authority. Financial Services Register number 119223.

Scottish Widows Bank is a trading name of Lloyds Bank plc. Registered office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales, no. 2065. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under number 119278.

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