General
Haven't found what you are looking for?
Please reach out to support@underwriteme.co.uk
How can I register with the Protection Platform?
Registering with the Protection Platform is simple and quick. Sign up through our online registration form and follow the steps to input your key details. We will then retrieve the relevant information from all the insurers you have terms of business with, please note this will take up to 48h to 72h depending on the provider.
How does the Protection Platform help with pre-sales enquiries?
The Protection Platform offers fast and fully underwritten quotes from multiple insurers. You can choose to go through the complete underwriting questionnaire to obtain an accurate decision and price, or access Estimated Prices. No need to pick up the phone and call all the insurers separately.
How does the Protection Platform help to understand the decision an exclusions being offered?
Our comparison page empowers advisers with a clear understand of price, decision and product details for each provider. Advisers can see why the price has changed based on any new disclosure and specific reasons why some exclusions apply for their customer.
How does the Protection Platform help with Compliance?
Each application placed through the Protection Platform has an “Important documents” folder on the left-hand navigation which contains 3 important documents: a record of the client’s answers to health and lifestyle questions, a comparison document and order of results.
Does the Protection Platform support CRM Integrations?
The Protection Platform is integrated with 6 leading CRM providers, including One Mortgage System, 360 Lifecycle, Intelliflo, Finplan Protect, ClientTree and Finova. These integrations enable you to automatically import client details when creating a new application on the Protection Platform, eliminating the need for manual rekeying and saving valuable time.
Can you supply the policy schedule?
Policy schedules are issued by the provider, please reach out to them to request for it.
When I try to access documents on a case I am getting an 'error occurred' page?
Please reach out to our Customer Support team for assistance whom can regenerate these documents or send them out to you directly via secure email.
I am having some issues with my agency codes, can you contact my network to confirm these are correct?
We do not have the details of your network team. We can add your details to the daily list we send out to the providers to obtain your agency codes.
I changed company, how can I set up a new account?
Please confirm that your agent codes will remain the same. If not, we will need to obtain new codes from the providers. As long as you are registered with them, they will return codes for us to upload on to your profile.
How can I find the policy summary for an activated policy?
Policy documentation, policy summary, plan information and welcome packs are all sent by the provider directly. UnderwriteMe doesn't have access, nor do we send these out.
Haven't found what you are looking for?
Please reach out to support@underwriteme.co.uk
Application
Haven't found what you are looking for?
Please reach out to support@underwriteme.co.uk
How do I enter a start date for an application?
To add a start date, navigate to the 'Payment Details' section of the application. Select your start date next to the question: "When would you like your policy to start?". Some providers allow to select a forward start date, some others give the option to select 'To be confirmed'.
How do I start an application once submitted?
If you select 'To be advised' for the start date, please reach out to the provider via their portal or their customer care team for assistance on how to start the policy.
How do I see the current status of underwriting?
If the application has been submitted, you will need to reach out to the relevant provider to enquire on the status of the application. If they have provided a policy or Plan ID, please communicate this along with the client details for them to locate the application and give you a status update.
I keep facing the same issue where LV is not showing on the comparison page. Can you help?
For LV to show on the panel, you will need to enter your client 'Height' & 'Weight', as well as their 'Occupation' in the personal details section.
Can you submit an application to a provider on my behalf?
Please note that UnderwriteMe are unable to submit any application on behalf of any adviser. If you face a system an error, please create a support ticket via the widget 'Need Help?' at bottom right corner of the platform screen.
Can I amend the mental and physical health sections?
If the application has not yet been submitted, you can amend the customer answers at any time. Select the "Underwriting - <client name>" on the left hand navigation menu, then navigate to the sub-section you need to amend.
Haven't found what you are looking for?
Please reach out to support@underwriteme.co.uk
Product
Haven't found what you are looking for?
Please reach out to support@underwriteme.co.uk
How do I add multiple products to the application?
Once the personal details have been captured, you will be taken to the next page where you will be able to select “Yes” to "Add another product?". You can also always add another product by clicking on the "Product Details" section on the left hand side panel, and selecting "Add another product".
How can I add a waiver of premium?
In order to add waiver to a product, select "Product Details" on the left hand navigation menu. Select the product you wish to add the waiver, the option will be on the main area 'Waiver of Premium? (optional)'. If the application has already been submitted to a provider, you cannnot make changes on the Protection Platform.
Haven't found what you are looking for?
Please reach out to support@underwriteme.co.uk