PLACE PENDING POLICIES ON RISK IN ADVISER HUB

To make managing your GI business even easier, you can now place your pending policies on risk in Adviser Hub!

 

Until now, you were required to call the adviser support team to provide the missing information over the phone. This development means that you can now place your pending policies on risk 24 hours a day, seven days a week.

 

To place a pending policy on risk, simply select the 'Start Policy' button next to any of your pending policies and you'll be prompted to provide the missing information.

 

Once submitted and successfully processed you'll receive an online notification that the policy has started and it will be visible in the Live Policy section of your GI Book.

 

James Loder, Proposition Director says:

 

“We wanted to invest in a way of making the completion of pending policies as quick and easy as it could possibly be.

 

“This new feature in Adviser Hub removes the hassle and time constraints of the offline process, empowering advisers to have greater control over their general insurance applications and to improve their conversions. It’s all part of our ongoing effort to make it easier for advisers to incorporate a conversation about general insurance into their advice process.”

 

Login to Adviser Hub to see how easy you can place a pending policy on risk.

 

INTERMEDIARY SALES TEAM

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