Advisers can follow income protection (IP) applications with Aegon Scottish Equitable online at any time after the insurer launched a tracking tool.
The real-time system enables advisers to check the progress of their client's application 24 hours a day, seven days a week and also sends email alerts whenever a case's status changes. There is also a countdown facility that highlights outstanding information and the timescales for obtaining it. Stephen Crosbie, head of proposition for protection and investments, says the launch was inspired by adviser feedback. "Advisers can now access the tracker to monitor their applications without having to spend time chasing policies on the phone," he says. An interactive tutorial of the tool...
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