Ellipse announces system changes following adviser feedback

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Ellipse has announced changes to its online services, including a simplification of travel requirements when getting online quotes.

The change means that only a small list of high risk countries will now be asked about so advisers have to gather less information and increase the number of schemes Ellipse can provide.

Data refreshing has also undergone changes so that rather than reconciling data annually, small schemes will be updated regularly, usually once a quarter.

The process is faster and can be done by the adviser or client, and there is a re-designed system to make the process clearer for first time users.

Data can be updated on screen as well as by uploading a spreadsheet for all schemes, allowing faster changes to membership data.

Tim Creamer, chief operations officer at Ellipse, said "Advisers told us our travel requirement disclosures were a bit fussy and confusing.

"We have now reduced these to disclose on a short list of clearly dangerous countries."

Creamer added: "This frees advisers from routine administration. 65% of our policies self-service data on line. 

"We now have proof that this method frees advisers to find clients and earn from consulting."

Further Reading:

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