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The eService Matrix

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Find the answers to your eService questions with The Matrix.

You can find who supports which eServices, such as Online Valuations (Contract Enquiry), Commission EDI, Bulk Data Download and New Business Tracking. See which portal or back office system works with which product providers. You can even look up what's available by product type - useful if you mainly deal in group pensions, for example.

 

eService Matrix

Match Providers and Portals/Back office systems
Match Product types and Portals/Back office systems

with an eService from the list below

Portal & Back Office System Supplier Matrix

Match Product types and eServices
Match Providers and eServices

with a Portal/Back office system from the list below

Product Type Matrix

Match eServices and Portals/Back office systems
with a Product from the list below

Product Provider Matrix

Match Product types and eServices
Match Portals/Back Office Systems and eServices

with a Product Provider from the list below

Valuations Access Matrix

Find out which Providers support Unipass and/or username and password to access Real-time Automated Valuations