Tools that you need, when you need them

That’s why we’ve recently introduced a number of new features to our online service:

• You can now add and amend a client’s future address at any point before a plan starts or make an immediate address change. We’ll send your client an email notifying them of the update.
• Our risk summary report – one of the most popular tools on our marketing studio – is now also available in the quote journey. By entering just one piece of additional information about your client, you can produce a report that shows the biggest risks they face. A PDF of the report will be available at the quote summary screen and you have the option of sending this as a link to yourself and your client. This means you can add powerful weight to your protection recommendation at a critical time in your client conversations.
• And finally, when you log in to either our pre-sale tool or online service, you can move between the two without the need to enter your login details a second time. This means you can move from an indicative decision straight through to a quote.
  
  Lots of people like you are already using our pre-sale underwriting tool to get a fast and accurate indicative decision. You can check how things like family history, occupation, hazardous pursuits and a range of medical conditions could impact your client’s application. And because the tool is available 24/7, you can do this whenever it suits. If you haven’t tried our pre-sale tool yet, give it a go.

These new features are designed to save you time and make your experience with us a good one. We hope you like them.