Viewing policy details and valuations

Using our eServices gives you instant access to your existing book of business with Friends Provident. Prepare for client reviews or schedule reports using our real-time valuation service

Creating this link between your system and ours removes the need for you to manually update your records, reducing the scope for error.

You can save time spent on administration, strengthen relationships with clients and meet some of your TCF requirements by keeping your customers informed post-sale.

View your clients' details and policy values online. You can also amend your clients' personal details if they move house or change their bank account.

Sign up for Event Manager, our automated alert service that notifies you of changes to your policies and commission threats. This data can help you manage your client retention and take action as appropriate.

Use our Bulk Data Download to receive information about all your clients' Friends Provident policies through a bulk file, for you to import into your back office system. Use these reports to either populate or clean your client records.

Find out about Contract Enquiry where you can request a valuation and our systems send the information through to yours in a matter of seconds.

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Viewing policy details and valuations