Scot Eq Protect improves online underwriting service

clock

Scottish Equitable Protect has improved its online underwriting service to enabling IFAs to submit business more efficiently and cost effectively.

The new additions to the platform, which will be available from 24 October, are designed to speed up the application process through increasing the number of automatic point of sale underwriting decisions. Scottish Equitable says it does this by asking the adviser to answer a series of detailed questions related to the personal and health circumstances of an adviser’s client increasing the likelihood of online acceptance. Ultimately the service should allow advisers to get their client’s cover in place faster, which will help them deliver more efficient customer service, while benefiting ...

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 Protection

Mind the gap: How to protect the self-employed

Mind the gap: How to protect the self-employed

'The financial resilience of self-employed clients is essential'

Ryan Griffin
clock 23 June 2025 • 3 min read
Protection and pensions: Overcoming challenges faced across both sectors

Protection and pensions: Overcoming challenges faced across both sectors

'Pensions and protection aren't often spoken about in the same sentence'

Paul Yates
clock 11 June 2025 • 4 min read
Training day: How will CPD changes impact protection?

Training day: How will CPD changes impact protection?

Rules may “lead to protection being overlooked”

Cameron Roberts
clock 30 May 2025 • 6 min read