Having invested in and successfully launched a revised new business online application process earlier in the year, these latest enhancements mark the next major step in our journey to make it easier for you to do business with us.
Our new system promises to significantly cut the time it takes to obtain an underwriting decision.
The secure element of the BrokerFirst website has been redesigned to offer improved functionality to make it easier for you to do business with us and submit and access client data 24/7.
‘Reflexive’ Underwriting with a new Expert Rules Engine.
A new expert reflexive underwriting system for income, mortgage and family protection applications has been launched to provide Financial Brokers with a faster and more thorough service.
The system can provide an immediate underwriting decision at point of sale either confirming terms including ratings, or identifying additional information required to complete the process.
It is fast, easy to use and 50% of clients will be able to get instant underwriting terms including ratings.
The new system asks a series of questions and, depending on what answers are given, asks further questions using on-screen prompts.
Client information can be automatically stored on the system, allowing Financial Brokers to return and submit the application at a later date. If, for example, a rating is applied which impacts the client’s budget, the benefits can be adjusted.
Reminder: We accept digital signatures – you can sign up to Docusign in order to avail of this.
The secure broker login section of the BrokerFirst website has been redesigned to offer improved functionality and make it easier for you to access client data 24/7.
Redesigned BrokerFirst is easier to navigate and has a number of new features including;
1. Snap & Submit is another new feature designed to save you time and effort. When sending us any type of signed form, direct debit mandate etc.; you can now simply Snap a copy of the document, attach it, (if you are using a mobile device) or drag and drop the form (if you are using a PC) into BrokerFirst. Then all you need to do is select the appropriate service team and press the submit button.
2. A “My Documents” feature has been added to allow you view all client copy correspondence online at the touch of your fingertips. You can open and print these documents or simply save them onto your own drive for future reference. From early January we will no longer post client copy correspondence to you (with a few small exceptions). We will however send you plenty of reminders before then.