Last month we announced the launch our Self-Service portal. This new service will allow you to make changes to address and payment details directly to your clients’ policies.
Any updates to client policies made on our new Self-Service portal go directly into our policy administration system, with no further processing needed and confirmation letters to clients are generated automatically as part of the process.
In order to use this feature both you and each of your clients will first need to sign an authorisation form allowing you to make changes on their behalf. Download the form here, return a signed copy to firstname.lastname@example.org and once received, we will update our systems allowing you to make changes for that client going forward.
You can also find the form on the Adviser Site under 'Procedures & Forms' in the 'Adviser Forms & Documents' section.