The retirement health and lifestyle form is an industry standard form used to gather medical data, specific to your client, to produce an underwritten annuity quote. We require this information to be used within a whole of market research portal to generate the quote. More information on the retirement health and lifestyle form and this process is available on their website View - website.
How do I generate a quote?
The retirement health and lifestyle form is the Electric Common Quotation Request Form and allows you to gather medical and lifestyle information to present to each individual provider. Once complete, for us, the information will need to be entered into the appropriate whole of market research portal in order to generate a fully guaranteed underwritten quote. Alternatively, if you've medical information in addition to the retirement health and lifestyle form, such as hospital letters, these can be emailed to email@example.com for consideration.
Can I start a quote and complete it later? Yes, you can 'part complete' the request - for example, if additional information needs to be obtained to help the application. The portal will let you save, retrieve and edit partly and fully completed quote requests.
Re-quoting We provide you our best quote, first time, every time and guarantee this for 40 days. If you need to obtain a new quote or need to change any of the details, you can retrieve and edit your quote on the portal.
Help and support for you Our in-house portals experts are available to help you make the most of how you can use portals in your annuity business. To contact them please email firstname.lastname@example.org.
If your quotations are being returned as indicative due to an agency number issue, the below guides should help to resolve the problem:
The Exchange (Iress) - A common issue can be found in Iress agency solution guide.pdfPDF size: 255KB. This issue can be simply resolved by updating your account on the Iress portal
Assureweb - A common issue can be found in Assureweb agency solution guidePDF size: 362KB. This issue can be simply resolved by updating your account on the Assureweb portal.
Portal support for annuities
We want to help you unlock the potential that portals can offer your business. They offer the speed of return needed in such a time pressured environment. A fully underwritten and guaranteed quote for an enhanced annuity can be with you in a few seconds, subject to medical details provided. To make the most of these tools within your business model, we also give you the support and expertise of our in-house portals experts.
Our team can:
Offer hands on support, helping you get the most out of the portal you use, relevant to the way you run your business, helping you save time and money.
Provide training and assistance to resolve on going issues with annuity quotes, such as, why a quote has been returned as indicative rather than guaranteed.
Give you access to our training guides and tools, enabling you to get the best possible outcome for your clients.
This website is designed to give professional financial advisers information and tools that they can use to help control and develop their business and should not be relied upon by private investors or any other persons.