Updated Articles

  1. Whole of Life Quote

    Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Complete details of the quote. Save to refresh quote results: ...
  2. Income Protection Quote

    To amend details of the Income Protection quote, click the pen icon: Select  Term  or Cease Age : Note: The system defaults to a ten year term with a £1,500 monthly benefit amount. Set Premium Frequency  & Premium Basis: If requir...
  3. Family Income Benefit Quote

    Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Complete details of the quote. Save to refresh quote results: ...
  4. Decreasing Term Quote

    Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Note: The system will default to a 10 year term with a £100,000 death benefit. Complete details of the quote. In this example we will: Select 'No' to Cri...
  5. Convertible Term Assurance Quote

    To amend details of the Convertible Term Assurance quote, click the pen icon: Note: The system defaults to a ten year term and a £100,000 Death Benefit Amount. This will load the Quote Details screen. Complete details of the quote. In this exa...
  6. Business Protection Quote

    To amend details of the Income Protection quote, click the pen icon: Select Cover Basis : If critical illness is required, click  Yes to I nclude Critical Illness Cover: Choose whether the Critical Illness Benefit is Additional ...
  7. Critical Illness Quote

    To amend details of the Critical Illness quote, click the pen icon: Note: The system defaults to a ten year term, comprehensive with a £20,000 critical benefit amount. Select a Cover Type  (comprehensive has automatically been selected). C...
  8. Level Term Assurance Quote

    This article is a continuation of Edit/View Benefit Edit this benefit by clicking on the pen icon: This will load the Quote Details screen. Complete details of the quote. In this example we will: Include Comprehensive Critical Illness Acc...
  9. Edit/View Benefit

    This article is a continuation of Quote Results Screen . Once the quote results screen loads, default quotes will be returned. As seen below, a Life Assurance quote of £100,000 with a 10year term: Edit this benefit by clicking on the pen icon:...
  10. Quote Results Screen

    This is a continuation of article:  Selecting Benefits See article:  Edit/View Benefit ...