Getting a quote from us couldn’t be easier. Just click here to log in to our secure site and run instant quotes for your clients.
As well as getting instant quotes for your clients from us online, you can also now turn that quote into an online application form. Not only that, but we’re also offering an online tracking system that lets you track your clients’ new business from quote to completion.
Online application forms
Once you’ve completed a quote, the details will populate an online version of the application form, which you can then complete and send to our Annuities team (we’ll also need your client’s signature). You’ll benefit from:
- less admin ― we use the data from the quote to save you time
- greater accuracy ― a form that’s mainly completed online will have fewer handwriting errors
- more time and fewer meetings ― the online form will already contain your client’s details so you’ll only need a few more plus a signature
Online tracking
Enjoy 24/7 access to our online case tracker. With all this information at your fingertips you’ll be able to check on:
- quotes submitted
- applications submitted (including any information we’re waiting for)
- final quotes and completed cases
With our online tracker you’ll be able to answer your clients’ questions more quickly, manage your cashflow and save time on chasing information.
Awards
Our online services will make life easier and the process quicker for you and your clients. These improvements haven't gone unnoticed as we've recently been awarded a triple 'e' excellence award* for our annuities.
We’re really happy about this, as the awards are a great acknowledgement of our ability to listen to what you have to say and then deliver the tools that really add value to you and your clients.
*Financial Technology Research Centre’s e-excellence awards, produced in association with Money Marketing.
