UPOS enables intermediaries to access multiple quotes, compare the market and determine the most suitable option for their clients by keying in just one set of information. All products are underwritten at the point of sale and all documents are available online, including the illustration, demands and needs statement and policy documentation.
The platform upgrade provides a simplified system for intermediaries to receive quotes and submit applications online. The UPOS system also now offers the ability to collect the first premium by Direct Debit.
Kevin Paterson, Sales & Marketing Director, comments:
“When we launched UPOS in January last year we said that it represents a continual evolution of our point of sale proposition. Since its launch we’ve listened to our intermediaries and taken their comments on board. It’s the simple things that can take time – entering full address details and postcodes on quotation and application for example is time consuming and unnecessary so we’ve streamlined the journey and built in auto-complete options where available.
"Features like this and the Direct Debit facility help brokers save time and operate more efficiently.
“As we add more products to our panel of providers and offer more flexible rating options, we aim to provide intermediaries with the choice they’re looking for on behalf of their clients. Our products are backed by the speed of service and detail of management information they need to manage their business.”
