Managing customer policies which start with PR
If your customers policy number begins with PR, then the quickest and easiest way to manage their policy is online via your adviser portal.
This allows you to make changes and view key policy information to support product or lifestyle reviews, whenever you need it, without the need to call.
Here’s what you can already view on your portal
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 and 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
Need some help finding your way around?
Created in conjunction with our adviser community our adviser portal guide provides everything you need to know, all in one place.
From pre-app to quote, apply and issue, all the way through to servicing and retention. It features easy to follow screen shots, videos and FAQs from advisers just like you.
What’s more with our interactive menu you can ‘jump’ straight to the section you need, without scrolling through the bits you don’t.
Making changes or requesting information
Use our handy online forms to notify changes or request information by selecting the option below.
