Partners Life has released a ‘how to’ video (below) explaining how financial advisers should use the latest additions to its My Underwriting Manager system – namely the Client Access to Personal Statement (CAPS) feature.
The updated version of My Underwriting Manager allows advisers working with the firm to send their clients a secure link to complete their personal statement, in their own time, and on their own device.
The ability for clients to pre-complete their underwriting disclosures can reduce the need for advisers to carry out multiple client visits, says the firm.
The company has also changed its private medical claim form to help make it easier for clients lodging claims with Partners Life.
“The Registered Medical Practitioner section of the form has now been removed,” says Partners Life.
“This means clients can submit the form along with supporting documentation such as the referral letter, specialist report and estimate of costs, without having to go and visit their GP to have the form completed.”
See our story: Partners Life Online Application Initiative