Working icon

Quotes

 Quickly produce pre-sales quotes either directly from our Adviser Extranet or from leading industry portals.

 

Features

  • Create, retrieve, edit and submit Scottish Widows Protect quotes
  • Quickly produce single or multi-benefit quotes
  • Single life, joint-life and/or Life of Another personal protection quotes
  • Single life and/or multi-life Business protection quotes

 

 

Whether you've got your Scottish Widows Protect quotes from a portal, or directly from ourselves, you can retrieve your quote from our Scottish Widows Protect eServices. You can then opt to either add additional lives and/or extra types of covers and, once you've agreed with your clients, to then progress these into an application and ultimately get your clients' protection needs met.

We'll ask you to:

  • give us the details of the life, or lives, to be covered
  • specify the types of cover for each of the life / lives assured
  • decide what type of remuneration you require.

Once we have this, we'll provide you with an indicative cost of cover which is guaranteed for 30 days. When that period runs out, and no changes to the original quote have been made, the quote will expire and you’ll need to produce a new quote in order to proceed.

Once you and your client have decided on which quote to progress, you can quickly move this on to the application stage.

 

More about Portals

A portal gives you access to online quotes and applications for a wide range of products from most leading product providers. You can get single company quotes and/or comparative quotes for protection products from these sites.

Find out more about portals.

 

Next steps

Get ready to apply.

Copyright ©2018 Scottish Widows | Copyright, companies, legal and privacy information |  Accessibility | Site map

Important Information about Scottish Widows | Read about how we use cookies

Information within this site is intended for UK authorised and regulated financial advisers only. It is not intended for onward transmission to retail customers and should not be relied upon by any other person. If you are not an adviser please return to our consumer site.

Scottish Widows is not responsible for the content of third party websites. Separate terms apply to the use of third party websites and Scottish Widows does not warrant the accuracy, reliability, availability or otherwise of these sites.

By using this site you agree to our terms & conditions of use. Please read our copyright, companies, legal and privacy information. We may record and monitor calls to help us improve our service.

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.

Browser Warning: your browser may not be fully supported on this site. Visit our browser help page for a list of supported browsers.
close