Record keeping

Compliance monitoring, audit trails and record keeping can be made easier by using eServices. As well as offering robust procedures, your data can be more easily maintained, accurate and up-to-date.

Submit new business online and keep records inline

• Reduce time spent re-keying your clients' information, improve accuracy and create a solid audit trail by pre-filling application forms from online quotes.

Get the latest policy values

• You can get your clients' latest policies' valuations and put them straight into your record management system (or back office system) with just a click. This removes the need for you to manually type these values into your system and reduces the possibility of errors taking place. 

Request Bulk Data to help take the hassle out of scheme reviews

• Preparing to review records for your group schemes is a daunting, time-consuming task. And then there are the changes to make as a result of the review. By downloading scheme and individual policy information (including up-to-date fund values), direct from providers' extranets, you can easily compare and amend records.

Commission

• Improve your business and compliance procedures by reducing paper trails.
• Download commission records direct from the providers systems and then, with the help of commission reconciliation software, payments can be matched faster and more accurately.