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• News

  • Another Service Provider Joins Agency Registration Service
  • Easy Access Award to improve registration processes on Provider Extranets

How do I get started?

• How Do I Get Started?
• Registering with Extranets and Portals
• Registering with Unipass
• Using a Back Office System
• Using your website wisely

• Setting up eServices

  • Allocate responsibility
  • Apply for a Unipass
  • Find available eServices
  • Managing your data
  • Plan the roll out
  • Prioritise Providers and eServices
  • Setting up eServices

What is available?

• Alternative Processes option
• eServices for your processes
• What is available?

• Client Servicing

  • Bulk Data Download
  • Client Servicing
  • Regular Price Feed
  • Valuations

• Commission Reconciliation

  • Commission EDI
  • New Business Tracking
  • Commission Reconciliation

• Compliance

  • Commission EDI
  • New Business
  • New Business Tracking
  • Compliance
  • Quotes

• Lead Generation

  • Bulk Data Download
  • Lead Generation
  • Valuations

• New Business

  • New Business Submission
  • New Business Tracking
  • New Business

• Research

  • Asset Allocation
  • Fact Find
  • Needs Analysis
  • Quotes
  • Research

Where can I find them?

• Where Can I Find Them?

• Back Office System Suppliers

  • Back Office System Suppliers
  • 1st Software
  • Bluecoat Software Limited
  • Durell Software Limited
  • Fairs
  • IntelliFlo
  • JCS
  • Plum Software
  • Quay Software
  • Sirius

• Client Facing Systems

  • Client Facing Systems
  • IFA Systems
  • Screen Business

• Portals

  • Assureweb
  • The Exchange
  • Webline
  • Portals

• Product Providers

  • Product Providers
  • AEGON Scottish Equitable
  • AXA
  • Clerical Medical
  • Cofunds
  • Friends Provident
  • Just Retirement
  • Legal & General
  • LV=
  • Norwich Union
  • Prudential
  • PruProtect
  • Royal Liver
  • Scottish Life
  • Scottish Provident
  • Scottish Widows
  • Selestia Investment Solutions
  • Skandia
  • Standard Life
  • The Hartford
  • Unum
  • Zurich

Why use eServices?

• Why Use eServices?

• Adviser case studies

  • Adviser Case Studies
  • Baxter Fensham Associates
  • Foster Denovo
  • In Focus
  • J L Fisher
  • M2 Financial
  • PFC( Thames Valley)
  • SIFA
  • Tenet Group
  • threesixty
  • Warwick Butchart

• The benefits

  • Generate business
  • Improve cash flow
  • Improve client service
  • Record keeping
  • Reduce costs
  • Save time
  • The benefits