The Adviser Portal: Latest enhancements

We are committed to improving your efficiency when dealing with us and are pleased to let you know we have recently added improved functionality to The Adviser Portal that enhance your inforce management experience. Here’s what’s new

• Perform alteration quotes on level premiums - Policy reductions and increases              
• Add third party authorities
• Display Service Requests at a policy level
• Enhanced ability to update and add new direct debit details
• Submit policy alterations without underwriting from the one screen (available from 10 June onwards)

With even more enhancements coming soon, we are confident these will drive significant efficiency for you and your business.

If you have any questions about The Adviser Portal, please contact your Business Development Manager.