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New Data Capture Form

It’s now even easier to work with us

Advisers meeting clients now have a new tool to service their client’s protection needs.

Our Data Capture Form allows advisers to get all the information they need on those occasions when this is the easiest way for them to capture it. Advisers can then enter their client’s details onto our Quotation Extranet from the convenience of their office, home or anywhere else they can access the internet.

“Our online application process has been optimised so it works on a laptop, tablet or even a mobile phone,” says Individual Protection’s head of sales Natalie Summerson. “But we recognise that there are times when advisers want to focus on the face-to-face conversation and save the screen work for later.”

Go to our Adviser resources page to discover more about our application journey, agency agreements and to download your Adviser resources.

 

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