Protocols for storing electronic data, physical documents and recorded calls revealed
Protection portal for advisers LifeQuote has announced how long it will sort adviser data and information in light of the GDPR. Data will be held based on three categories, the firm said. ‘Quotation only but no application' data will be stored for 365 days. ‘Application made, but no policy completed' info will be held for six years or longer if requested by the regulator. This allows for subsequent data analysis, for monitoring, compliance and to support an application and any subsequent...
VitalityLife has launched a risk calculator that is able to work out the likelihood of clients facing ill health by putting in some basic, personal information.
'Support services' are not bolt-ons but integral to insurance offerings, says Paul Avis, and there are plenty of good reasons for employers and their advisers to promote them wherever possible
Association of Medical Insurers and Intermediaries (AMII) chairman Stuart Scullion has warned the industry to make sure it is prepared ahead of the IDD, the next EU-driven legislation set to 'shake up the sector'.
Our biggest Protection & Health Summit yet comes to Hilton London Bankside on 4 October