Aegon UK launches new adviser protection platform

To help advisers complete and submit applications online

Hemma Visavadia
clock • 1 min read

Aegon UK has unveiled an adviser dashboard which aims to bring together protection applications one a single online platform.

The new dashboard has been designed to help advisers complete and submit applications online, track them in real-time and provide a policy start date from one place. The platform will also allow advisers to receive servicing documents electronically and securely. It will also permit advisers to see the status of each client application including any outstanding actions and the documentation related to each application. By including the policy start date feature, Aegon explained that this means that once the term of an application is accepted, advisers will be able to provide a start d...

To continue reading this article...

Join COVER for free

  • Unlimited access to real-time news, key trend analysis and industry insights.
  • Stay on top of the latest developments around health and wellbeing, diversity and inclusion and the cost of living crisis.
  • Receive breaking news stories straight to your inbox in the daily newsletter.
  • Members only access to monthly programme 'The COVER Review'
  • Be the first to hear about our CPD accredited events and awards programmes.

Join now

 

Already a Cover member?

Login

More on Adviser / Broking

The psychology of insurance

The psychology of insurance

Understanding decision-making

Jaskeet Briah
clock 23 April 2024 • 5 min read
SimplyBiz pens partnership for advisers to tackle climate change

SimplyBiz pens partnership for advisers to tackle climate change

Net Zero Financial Adviser Protocol now available to members

Jaskeet Briah
clock 22 April 2024 • 1 min read
Rosemount appoints Contractor Financial as AR

Rosemount appoints Contractor Financial as AR

Advice for contractors and the self-employed

Jaskeet Briah
clock 19 April 2024 • 1 min read