Guardian updates adviser portal

Real-time data addition

Cameron Roberts
clock • 1 min read

Provider, Guardian, has updated its adviser portal with additional data on clients’ policies, aiming to encourage proactive support for clients.

The portal will now allow advisers to see live cover details, including cover amount and term; beneficiaries nominated; policies placed in trust; and policy upgrades available to clients. The provider said its updates are designed to "help advisers manage their clients' protection more proactively", with policy upgrades a key driver for providing appropriate cover. Rachael Welsh, head of commercial strategy, Guardian, said: "Protection isn't a one and done purchase - it needs to be reviewed regularly as clients' lives and circumstances change. "By enhancing both MyGuardian and the ...

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 Insurer

Bupa opens London mental health centre

Bupa opens London mental health centre

Supporting more than 400 patients per week

Jaskeet Briah
clock 07 May 2026 • 2 min read
Usage of employee health benefits on the rise: Simplyhealth

Usage of employee health benefits on the rise: Simplyhealth

20% using at least once a month

Cameron Roberts
clock 30 April 2026 • 2 min read
Aviva reports rising demand for digital health support

Aviva reports rising demand for digital health support

Aviva DigiCare+

Cameron Roberts
clock 30 April 2026 • 2 min read