Last year we launched the new web-based Life Annuities & Investments Quote System to streamline the way our business partners do business. In keeping with our promise to help you do more by doing less, we’ve introduced further functionality to the platform.
- Trusts: add trusts to policies in a quick and easy process.
- Quick quotes and application forms: Intermediaries can generate quotes for the Fixed Return Plan, Stratus Guaranteed Income Plan, and Fixed Return Plan with Income.
A quick reminder of existing features:
- A user-friendly dashboard to manage client quotations
- Simple fields for selecting available features
- A focus on a needs-based outcome
- A more intuitive flow for easier navigation between screens
- Screens are optimised for any device
- Automated features, such as weekly rate updates and shared client data
Get started with these new features on the Life Annuities & Investments Quote System today.