Name of online Adviser Service and URL

Adviser Zone

https://ifa.clericalmedicalsecure.co.uk

Where do I start?

For level one access (documents, forms, information etc) click the "Register online" link and get a username and password.

For level two access (illustrations, new business, contract enquiry) send an email to registrations@clericaledical.co.uk with the subject line "Regpack" to request a form.

Subsequent user registration is done via email from supervisor to registrations@clericalmedical.co.uk

Who can register for Contract Enquiry?

Anyone, but access can be restricted if needed

Do we have to sign up to any legal documents?

Yes. Part of Regpack issued via email and website T&Cs

What information do I need when registering for Contract Enquiry?

All on Regpack.

Requires signature from director and nomination of supervisor.

What approach is taken for Security?

Website is secure (HTTPS) and we promote UNIPASS

If I need help who can I call to help me through the registration process?

Web Support Team - 0845 609 2233

Once I have registered how long will it be before I can start to use the services?

Usually 24 hours

How can I access Contract Enquiry?

Once logged in, user clicks "E-services", then "Contract enquiry" in the expanded menu. User now has the option for real-time or bulk extract