A facility enabling advisers to put a protection case 'on-risk' once acceptance terms have been offered is one of a number of changes progress from Royal Liver is making to its online application process.
Advisers will also be able to make real-time changes not only to the start date on client applications but price-sensitive data post-submission, progress says. In addition, a new acceptance process that guarantees all premiums for up to 30 days once terms have been issued is also a part of the upgrade. The enhancements are are designed to give advisers more control when submitting a client application, progress says. Hannah Fargher, head of operations at progress from Royal Liver, says: “The beauty of these changes is that they will make life easier for advisers. “Giving them the facili...
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