Create a Lifetime Annuity quote through the Annuity tab on the Homepage:
Select Lifetime
Complete details of the quote:
Once complete, answer whether your client consents to their data being shared with providers, as well as sharing details to determine their eligibility for an enhanced annuity.
If they do not consent, you will not answer details relating to the clients medical history and you can submit the quote.
If answering Yes, the Medical Assessment area will open below.
Selecting Metric or Imperial will open the Height, Weight & Waist Measurement fields:.
If your client is currently or was previously a smoker, complete the details:
Enter how many units of alcohol they consume per week:
Tick Yes or No to the following Medical Conditions and select Next:
This will take you to the Product Selection screen. Complete details and Submit
Confirm you have read the section:
