FOR ADVISERS ONLY
A quick and easy online service
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.
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.
- An upgraded adviser dashboard - 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.
Log in to get started.
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.
'Send to client' how to guide
Find out how our 'send to client' feature makes the application process even quicker - and makes sure you maintain complete control.
Our 'send to client' feature makes the application process even easier for you and your clients.
After entering some basic information...
You have the option to send an application to your client to complete their medical details.
This feature can be activated at any stage - so you can partially complete sections first or send the full question set to your client.
Your client will receive an email from us.
And will be asked to log-in securely using their name and date of birth.
They can complete their details in privacy, at a time and place that suits them.
And joint lives are sent separate links, making the process even quicker.
Our send to client tracker gives you full visibility.
And you can access an application at any time.
You can see:
Whether your client has accessed an application since you sent it.
How many sections have been completed.
You can even click in to view it so if your client is stuck, you can help.
And you can view the progress of individual lives.
Once your client has completed their information, the application is returned to you – making sure you maintain complete control.
And it is you we will give our final decision to so you can relay this to your client.
We won't ask for GP or bank details until you and your client have decided to go ahead and we know that these are needed.
It's you that will then complete these final details before sending the completed application to us, so you’re in the driving seat every step of the way.
It really is that simple.