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 Personal Menu, Business Menu and Relevant Life Plans - making the trust process quick and easy.
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.
Beneficiary nomination
With a Personal Menu Plan, you can nominate a beneficiary at the point of new business.
Explore beneficiary nomination
Online trust applications
Set up a trust without the need for an electronic or wet signature from your client or nominated trustees.
Adviser dashboard
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.