Aegon UK launches online adviser protection platform

The dashboard has been designed to help advisers complete and submit applications online, track them in real-time and provide a policy start date from one place. The platform will also allow advisers to receive servicing documents electronically and securely. It will also permit advisers to see the status of each client application including any outstanding actions and the documentation related to each application. By including the policy start date feature, Aegon explained that this means that once the term of an application is accepted, advisers will be able to provide a start date ...