A quick and easy online service

Our online service gives you:

• Total flexibility – you can either complete an application yourself or send it to your clients to do in their own time.  If you do send it to your clients, our tracker means you can see exactly where they are with their application.
• An estimated decisions feature that allows you to check the impact of any further disclosures.
• A smart rules engine - your clients are asked targeted questions so cases are less likely to be referred to our underwriters. This means more instant decisions online.
• A refreshed online service - you can keep track of your applications from start to finish. If we're waiting on evidence, or information, you'll see this at the touch of a button.
• Online trusts - your clients can now complete a signature free trust while applying for Business Menu and Relevant Life Plans - making the trust process quick and easy.
• The ability to nominate a beneficiary for Personal Menu plans at the point of new business, so payment is made to the right person quickly, with no need for a trust or probate.

Cover can be tailored to meet your clients’ protection needs – adding and removing options at any stage. 

And our people are always on hand to give you the personal service you value.

Our online service gives your clients:

Access to view their policy details online. This currently only applies to new customers who took out a Personal Menu or Pegasus Whole of Life Plan from 3rd May.

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