Business Support Unit
Our Business Support Unit (BSU) is your one-stop shop for help with the best advice systems, portals and all of Royal London’s online support services such as ‘quote and apply’.
How will you help me?
Our team of technical experts can help you with all your protection needs including valuable support with any compliance processes.
We can give you GoToMeeting demonstrations to help you add value to your business processes. Our sessions will cover all aspects of the research you are carrying out. We’ll make sure that the systems work to your business model so you can achieve the best results for your clients.
I already know what I'm doing. What will you add?
Our technical experts have a wealth of experience, so even the most experienced user can benefit from our GoToMeeting demos where we’ll give refresher sessions on best advice tools and all the latest enhancements to our online service.
We’ve allocated a consultant to your business so you have one trusted point of contact. Your consultant has a direct phone number and email address.
Which systems can you help me with?
Best advice tools
- Building a critical illness comparison report
- How to understand their scoring guide
- Differentiating conditions
- Assistance with justification and suitability
- How to fully utilise the tool
- Additional training on the system
- Help with live cases
- Quality analyser for all personal & business protection products
- Create tailored templates
- Understanding the initial report
- Product features
- Client specific reports
- Personal protection reports
- Provider comparisons
- Help with creating bespoke templates
- Provider features
Royal London's online service
- Building a tailored package
- Cost effective tips
- Application process
- Product literature
- Pre-sale underwriting tool
- Adviser dashboard
- New business evidence tracker
- Running a Menu quote tutorial
- Various calculators including our popular IHT calculator
- The marketing studio
- Help finding the right trust and our online trusts service