National Friendly launches bespoke broker portal

Adam Saville
clock • 1 min read

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 do...

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

Majority of customers prefer human-led financial advice over AI

Majority of customers prefer human-led financial advice over AI

Unbiased research findings

Jaskeet Briah
clock 03 September 2025 • 2 min read
Six questions that unlock the real objections

Six questions that unlock the real objections

“Objections are rarely about price”

Ash Borland
clock 02 September 2025 • 3 min read
Bain Capital to acquire Jensten Group

Bain Capital to acquire Jensten Group

Purchasing from Livingbridge

Cameron Roberts
clock 02 September 2025 • 1 min read