Friends know your time is precious.

Technology is finally becoming the IFAs friend as you strive to save time, reduce administration and still provide the highest possible level of service to your customer.

Cynicism with technology has been replaced by a need for the leading product providers to build sites with uncomplicated tools and a natural flow towards accurate and relevant content for as many products as possible.

Friend's Provident's Extranet combines existing new business processing and stakeholder extranet facilities with new servicing components to enable faster and easier business processing and with even further functionality to be added in the near future that will fulfil your requirements.

Below you can see why this will help save time with accuracy during your working day.

New Business Processing

Our IFA Extranet makes new business processing easier and faster through:

- Online illustrations for Term Assurance, Investment Portfolio Bonds and Stakeholder
- Pre-population of the online application form from the illustration
- Elimination of errors by validation of the data input
- Automatic acknowledgement of the data received
- The ability to view previously submitted applications, including supporting documents
- User name and password security

Individual Policy Servicing

Our IFA Extranet can now give you access to details of your customers' Friends Provident individual Life and Pension policies. Information is available at the touch of a button, meaning:

- Fast and easy access to policy information - Accurate and up-to-date policy details at your fingertips
- No need to telephone our customer service centre for basic policy quotes
- No waiting for correspondence to arrive in the post

You can view the details of your customer's existing Friends Provident individual life and pension policies, including:

- A policy Summary (policy number, policy type, effective date, level of cover and maturity date etc)
- Details of lives assured, grantees, assignments and trusts
- Premium payment details
- Current investment instructions
- Unit holdings and gross value

You can also look up a range of individual life policy values including:

- Estimated maturity value
- Current surrender value
- Current death claim value
- Projected surrender values for future dates that you can specify

Access to individual policy servicing via the IFA extranet can be made available at the following levels:

- Network level
- Company Level
- Agency level
- Individual level

This means that you decide the level of access appropriate for you and your staff, if you wish to change the initial level. We feel these advancements will aide you during your working day and with further functionality on its way like the proposal tracker, we will continue to provide the leading service you would expect.

Register
To find out more about these services, or to register for these services, please click on the link below: Friends Provident IFA ExtranetIFAonline