New Business

As with quotes, new business application forms are designed to operate within the known legislative framework and will, where possible, only accept inputs that are within the legislative framework.

This assists in preventing an inadvertent error on an application, which, if uncorrected, could have had a compliance implication.

Copies of the data input in to electronic forms can be held on file as a record of the information sent to the product provider and can therefore be used as part of the compliance record for a client.