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 Garnier. "Our new portals gives them this convenience, it also means a broker can access key documents at any time of the day to suit them, once they have registered with us."
National Friendly, formed in 1868, is a friendly society which offers life, PMI and later life care. Member-owned, it reinvests profits to improve member benefits and services, instead of paying dividends to shareholders.
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