Site Map Feedback Contact
   

Life Company Software and Services

 

 

 

Provider & URL for Adviser Web Services

Details of Software for Advisers

Abbey

https://www.introducers.abbey.com

EXTRANET:                                         

·    Online agreement in principle (AIP), with decisions in 60 seconds

·    Personalised mortgage certificates

·    Full mortgage application to local regional office online

·    Amend facility available to enable complete replacement applications with minimal effort                                  

·    Online mortgage application tracking

·    General Insurance quotations

·    Product information

·    Online AIP details populate the full mortgage application

·    Admin user access to view AIP decisions, including printing of AIP certificates, tracking of ALL mortgage applications from AIP summary to completion

·    Literature

 

CD - OFFLINE INTRODUCER INTERNET:

Product information
Complete an Agreement in Principle or a Full Mortgage Application offline, then just go online and upload all the information.

 

To request a CD

Order online at:  http://www.infoforintermediaries.com/ or  Telephone: 0845 241 0288

 

 

PROTECTION:   https://www.scotprov.co.uk/html/7webcentre/7login.htm

Extranet:                              

·          Quotations

·          Applications with automated underwriting

·          Save and recall quotes and applications

·          Proposal Tracking

·          Literature

·          Product Information

CD -  QUOD

·          Quotations for our full Self Assurance and Pegasus product range

·          Pre-populate a Self Assurance application form which can be stored and submitted online at your leisure using the Application Manager

·          Product literature and sales aids

·          Use our Protection Calculator to calculate your clients cover needs

 

To request a CD e-mail ifasalesline@abbeyforintermediaries.com detailing name, address and Self Assurance and Pegasus agency numbers.

 

AXA

http://www.axa.co.uk/advisers

http://www.axa-contractenquiry.co.uk/

 

AXA's Adviser Extranet provides the following 'tools' which are available having logged into the site:

 

·          Portfolio Planner which lets Advisers plan and create investment portfolios

·          AXA Fund Centre which lets Advisers research AXA fund info

·          Pension Simplification calculator which assists Advisers in assessing their client's needs in the approach to A-day.

·          Interactive Trust Selector which walks an Adviser through the process of selecting an appropriate Trust for their client

 

None of the above tools are items of independent software. Items 1 & 2 have been built & are hosted externally, but nonetheless, are still only accessible having logged in.

 

 

Friends Provident

http://www.friendsprovident.co.uk/ifa

 

http://www.friendsprovident.co.uk/common/layouts/subSectionLayout.jhtml;jsessionid=ETRBO5JFGGIM2CWCDYYCFGAKYIPDIIWA?pageId=ifa/SitePageSimple%3Afunds.portfolio_planning

Legal & General

http://www.landg.com/advisercentre

Also offer:

·          Launchpad - Software to enable offline quote and apply for our GI and Protection Products

·          ISA, UT and PEP disclosure point of sale tool

Copies of this software are distributed via CD.  Copies or further information can be requested from softwaredistribution@landg.com

 

Norwich Union

http://www.norwichunion.com/advisers

 

 

 

Scottish Life

http://www.scottishlife.co.uk

 

http://www.scottishlife.co.uk/works4you

 

Standard Life

http://www.adviserzone.com

 

 

 

The Hartford

http://www.thehartford.co.uk

 

 

 

© 2004-2008, FTRC

 

Developed by Xtranet