What our protection online service offers
From helping clients complete applications to nominating beneficiaries and creating trusts, our online service can help save time and reduce admin.
Benefits of our online service
Get an idea of an application's outcome or estimated decision based on a client's key details and medical information
Our smart rule engine generates only the questions that are relevant to your client so instant decisions can be made online
Your clients can now complete a signature-free trust online while applying for Business Menu and Relevant Life Plans - making the trust process quick and easy.
Using our adviser dashboard you can track the progress of an application from start to finish and see when:
- Applications are in underwriting
- Evidence is outstanding and when it was issued or received
- When a decision has been made
- When a plan is ready to be started online, has already started, or isn't going ahead.
We’re on a journey to keep improving our online service.
So, we’ve upgraded our online dashboard to make the application process even easier.
As well as a fresh new look, you can track the progress of your applications from start to finish at the touch of button.
You’ll now be able to see when:
- the application is in underwriting
- evidence is outstanding and when it was issued or received
- a decision has been made and
- when a plan is ready to be started online, isn’t going ahead or already started.
It’s a more convenient and faster way to keep you and your clients up-to-speed.
Saving you time and keeping your business on track too.
And don’t forget our application journey is fully online, flexible and signature-free.
Helpful when you aren’t meeting clients face-to-face or just prefer to do things digitally.
Our Send to Client option means you or your client can complete the application when it suits.
And an Estimated Decision feature means you can check the impact of disclosures as you go.
From the online dashboard, you can access your quotes and applications.
As well as adding or amending start dates and changing addresses before a plan goes live.
And you can download a copy of a client’s application at any time.
With Royal London’s online service, you’re in the driving seat every step of the way.
Log into our online service to see the upgrade and get started.
Features of our online service
Send to client service
Start a form for your clients then send it to them to finish or to request specific details, such as their medical history.
With a Personal Menu Plan, you can nominate a beneficiary at the point of new business.
Online trust applications
Set up a trust without the need for an electronic or wet signature from your client or nominated trustees.
Service and support
Protection quote and apply support
Get information and answers to questions about our online quote and apply feature - and find out how to register.
Business Support Unit
We offer expert guidance on the industry’s best advice systems, with a dedicated business manager on hand to support you when you need it.