Policy tracking improved

Friends Provident has enhanced a data service that will inform advisers by email when changes are made to policies held by their customers. The service, Event Manager, will provide alerts when details of a policy change such as missed payments, lapsed policies, the changing of direct debit details and consumers cancelling from inception. The service will also indicate when customers change their contact details. Event Manager is designed to support advisers in their Treating Customers Fairly obligations and will provide evidence highlighting the necessary steps to keep clients informed ...