The real-time system provides one central source to view all online applications and will allow advisers to track any new business applications at any time of day, seven days a week. This gives advisers the most up to date status of an application at the touch of a button.
In addition, the tracking system has a facility which will allow advisers to receive an email alert when the status of a case changes. There is also a countdown facility that highlights outstanding information and the timescales for obtaining it.
Stephen Crosbie, head of proposition for Protection and Investments said: “We’ve designed our new online tracking system based on adviser research and feedback. As a result it offers some key features that are designed to make an adviser’s life easier.
“We’re committed to giving them a greater degree of visibility and to investing in technology which makes doing business with us simpler and faster. Advisers can now access the tracker to monitor their applications without having to spend time chasing policies on the phone.”
