Additional support for intermediaries offering access to documents when closing sales
National Friendly has introduced a new online portal designed to give brokers access to key documents at the close of a sale. According to the firm it offers one-click access to application forms, sales brochures and key facts, along with a quoting too with illustration and a simplified process for submitting new business. "Many of our brokers like the convenience of having all the key policy documents close to hand, 24/7," said recently appointed broker sales support administrator Isabelle...
Launching later in 2019
Considered least important
Research from Canada Life
Putting the tech into protection