It looks different but more importantly – there’s improved functionality to make it easier for you to do business with us.
We’ve added 4 and 8 weeks deferred period to individual income protection – 1 & 2 months to executive income protection plans.
And we have amalgamated our protection application forms into one new combined Protection Data Capture Form.
- You can now submit multiple applications at the same time from the following:
- Individual Income Protection
- Executive Income Protection
- Mortgage Income Protection
- Mortgage Protection
- Term Assurance
- Convertible Term Assurance
- Fill in one form only
- Answer only one set of underwriting questions
- Input details more clearly with improved input fields
- A new breadcrumb trail allows you to see how many steps to completion
- Find your existing clients easier with our improved search functionality
- Drag and drop files from your desktop
- Choose your start date from ‘as early as possible’ or choose a specific date
- Our summary report allows you to double check all of the details are correct before submitting
- Declarations are now separate to allow you send in when available
- All proposals not submitted are retrievable at a later time.
Please note: If you choose one or more payment frequencies we will require new mandates for each and Friends First will need to be advised.