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Help us improve your online experience...
We're always looking to improve the online services and experiences that we offer to you, we would really appreciate your participation in this short survey to help achieve this. It should take you no longer than 2 minutes to complete.
Proposal tracking.
Register and access our system for status updates on your electronic protection new business applications.
You’ll be able to:
- Track cases via your portal/own software whenever you want.
- Create your own reports.
- Avoid having to call us for manual updates.
The system provides information in two formats in industry standard language. It can also provide the framework to extend service to include non-protection products. Talk to the sales team for more information.
Updates include information on:
- Application details
- Client
- policy type premium
- term
- sum assured
- Status details
- letters sent
- underwriting decisions
- Commission details
- initial
- renewal
- sacrifice
Note: This system is intended for integration into your back-office software and is not available as a stand-alone application.
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0845 273 0010
Monday to Friday 9.00am to 5.00pm. We may record and monitor calls. Call charges may vary.
Get access
Please refer to your back-office software provider if you are interested in using this tracking facility.
Key documents
PDF: 354KB
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Technical centre
Tools and calculators
- Pension Annuity inflation demonstrator
- With Profits Annuity inflation demonstrator
- With Profits Annuity income calculator
- Pension salary sacrifice calculator
- Decreasing term - mortgage or business protection
- Business valuation calculator
- Business protection key person calculator
- Business protection premium equalisation calculator
- Income protection maximum benefit calculator
- Business retention calculator
- Direct Debit Collection Calculator
Our online services
- Protection menu quote and apply
- Bond quote and apply
- Pension quote
- Qualifying savings plan quote
- Bond and pension contract enquiries
- International Portfolio Bond enquiries
- Collectives valuations
- Pension transfer analysis: e-TVAS
- New business tracking
- Proposal tracking
- Early Warning System
- Pension Annuity quotes
