Friends Prov launches protection tracking alerts

clock

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 offi...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

From chaos to calm: How AI saved my Christmas sanity

From chaos to calm: How AI saved my Christmas sanity

'My brain thinks in spreadsheets, not sparkles'

Jane Hepburne Scott
clock 15 December 2025 • 5 min read
Dynamic Planner CEO on AI's role in 'trusted advice'

Dynamic Planner CEO on AI's role in 'trusted advice'

‘The challenge is that delivering advice is hard’

Isabel Baxter
clock 09 December 2025 • 6 min read
FCA reveals first group of financial firms to take part in AI testing

FCA reveals first group of financial firms to take part in AI testing

To deploy ‘safe and responsible’ AI

Cristian Angeloni
clock 03 December 2025 • 1 min read