Friends Provident has launched a new automated alert service allowing advisers to track new protection cases.
The Event Manager service is designed to save the time and effort involved in following up progress on individual applications, submitted through Friends Provident’s eSelect underwriting system. Advisers are alerted to key events on the proposal, from application submission to the policy going live. The information is then collated into a series of detailed reports, available to download on a daily, weekly or monthly basis. “Having new business event data at their fingertips will enable advisers to keep track of their pipeline business and commission streams within their own back office ...
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