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