Tools and resources
We'll beat the standard premium offered by a competitor on a like for like product.
See how much your clients could save when they buy more than one product.
Business Development ideas
We can help you capitalise on protection sales opportunities and your approach with your clients.
Decreasing term - mortgage or business protection
Business valuation calculator
Business protection key person calculator
Business protection premium equalisation calculator
Income protection maximum benefit calculator
Business retention calculator
Direct debit collection calculator
Direct debit reinstatement tool
iPhone and iPad App
We have a wide range of tools, underwriting information and other technical information to support you and help you to provide a better service for your clients.
Our underwriting section provides comprehensive information on our underwriting philosophy and processes. For example:
- Full information on underwriting limits and process.
- Everything you need to know on how to submit Priority Protection business.
- Information on our Price Beater service.
- Comment and information on current legislation and regulation that affects the underwriting process.
- Links to our underwriting tools
- Information on our Medical Underwriting Technical Advice Line (MUTAL).
- Full details on our claims process.
Visit our underwriting section to find out more.
Visit our trusts section to find out how you can help your individual clients with their financial and IHT planning.
Business Protection Trusts
If you have clients with business protection needs, take a look at our section on Business Protection Trusts.
Business Protection Tax
Visit our business protection tax section which summarises taxation issues that apply to our business protection products.
An overview of our IT Systems
If you want to find out about the systems we have to enable you to quote or apply for protection business, take a look at our IT systems section.