PRSA Online Keying Tips
To help us reduce the time that it takes to put your new PRSA policy live, below are some best practice tips that will reduce delays in processing your application:
1. Submit key documents with the initial application – We cannot begin to vet any applications until the following are uploaded:
- Direct Debit Mandate
- Declarations
- Proof of PPSN
- ID – Proof of Age
With our latest enhancements, you can now manage all uploads (and re-uploads) to your online application directly through the tracking screen – please do not submit these documents via email
2. Verify product selection – please ensure you are completing the correct product under eligibility rules for PRSAs. Pages 8 – 18 of our Guide to Keying PRSA Online will take you through this process.
3. Provide a valid client email address – If a client does not wish to provide an email address, please refer the policy to newbusiness@aviva.com rather than attempting to key it with a broker email address.
By providing this information when submitting the application, this will ensure a more efficient service to our customers.