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...
69 Accredited firms
Advisers in the network will now be able to refer clients struggling to get the right cover to specialist advisers
Supported by PFS, PIMFA and Penney
Connecting the dots