Everything you need, always to hand

With our Life Protection platform, all the information you need for product or lifestyle reviews is already available quickly and easily online whenever you need it.

There’s no need to email or call to request it, it’s all stored safely and securely on your portal.

Let us show you how in our ‘how-to’ video.

• Log in to your adviser portal and select the ‘My Policies’ option from the main menu
• Select the policy you want to enquire on by clicking on the hyperlink or using the search facility

From here you can view a wide range of information, including:

Policy details

• Policyholder name(s)
• Product type
• Start date
• Status
• Trust information

Premium details

• Total regular premium and frequency
• Premium discount (if applicable)
• Arrears and reason for arrears (if applicable)
• Date policy paid to

Benefit details

• Life assured
• Sum assured
• Sum assured type
• Term / To age
• Waiting / payment period (if applicable)

Agency & commission details

• Selling and servicing adviser
• Commission type
• Total amount
• Total amount paid
• Total earned / unearned
• At risk of clawback
• Total clawed back
• Renewal commission

Take a look at our handy ‘how-to’ video to see it in action.