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Awaiting Requirements and Put-Live Notifications
To follow
Personalised Notifications on your dashboard when a policy is ready to be put live or has outstanding requirements
Dedicated Page showing all the proposals created by you which have outstanding requirements. Proposals will only be processed once all outstanding documents have been received.
Proposals are only processed once all outstanding documents are received.
Details of additional information required are clearly outlined on both the tracking screen, and in the automated email which you will receive.
The Upload button in the automated email requesting additional information allows you to add new documents directly to the policy.
When a policy is available for you to put live, you will receive an automated email alert with a direct link to the relevant policy.
Dedicated Page showing all the proposals created by you which are now ready to be put live.
These enhancements are designed to save you time, simplify paperwork and ensure your clients’ policies go live as quickly as possible.
Uploading documents directly to BrokerSecure ensures that updates are instantly available for new business processing, and is a much more transparent process for everyone as all documents and updates can be tracked in one place.
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.
