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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.
Protection sales team
0845 273 0010
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
Product Profiles (W12549)
PDF: 1.57MB
PDF: 1.57MB
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