Online Policy Transaction Support

Online Policy Transactions

We’ve enabled a number of online transactions at a policy level. Additional tabs to ‘Request Transaction’ or ‘Policy Conversion’ will display if applicable on that policy.

Execute Full & Partial Surrender Show more Show less

Issue 

  • Manual process for all policy transactions.

Fix:

Full and Partial Surrender requests for Savings and Investment policies.

Download Surrender Guide

Policy Cancellation Online Show more Show less

Issue:

  • Manual process for all policy transactions.

Fix:

The following policy alterations can be executed online:

  • Cancellation of Protection policies

Download Policy Cancellation Guide

Online Premium Alterations Show more Show less

Issue:

  • Manual process to amend a premium.

Fix:

  • Increase or decrease your client’s premium directly online on Savings Plan and Personal Retirement policies.

Please note this option does not apply on PRSA policies

Download Premium Alteration Guide

Online Policy Conversion Show more Show less

Issue:

  • Manual process to convert protection policies.

Fix:

  • Online keying for Policy Conversions for Protection Products, including collection of customer digital signatures.

Download How to Exercise a Conversion Option Online Guide

Online Policy Transaction Guides

(BrokerSecure login details required)

Aviva Life & Pensions Ireland Designated Activity Company, is a private company limited by shares, registered in Ireland No. 165970. Registered office at Building 12, Cherrywood Business Park, Loughlinstown, Co. Dublin, D18 W2P5. Tel (01) 898 7950, www.aviva.ie

Aviva Life & Pensions Ireland Designated Activity Company, trading as Aviva Life & Pensions Ireland and Friends First, is regulated by the Central Bank of Ireland.