Please note: For advisers only, not for use with customers. If you're a customer please go to our customer site.
Our contract enquiry service for Friends Provident heritage and AXA heritage, allows you to query and update your clients’ existing life policy details within your back office system. This means that you don’t have to visit our extranet or call us for an up-to-date valuation; the information you need is sent straight to your system and automatically updates your own records.
How does it work?
When you’re viewing an individual client record, there will be a button you can click to request a valuation in real-time. Our systems send the information through to yours, updating your own record on screen in a matter of seconds. Alternatively, you can request scheduled bulk updates that will populate a number of records at a time.
Information about the policy (such as current value, number of units, type of fund and fund name) and your client are provided each time you request an update. The service covers unit-linked bond, pension, whole of life and endowment products.
How can I use the data?
You can use contract enquiry in three ways:
1. To update a single clients’ record – handy if they’re on the phone or you’re about to carry out a review with them
2. To schedule valuations at defined intervals. These valuations can be mail-merged into template reports produced by your back office system and timetabled to mail to your clients on a regular basis.
3. To feed in to your client-facing website
How do I get started?
To start taking advantage of our online services, you’ll firstly need to register with us.
Contact your back office system administrator to set up your access so you can start receiving data from us. Use our bulk data download facility to seed your database with the latest details we hold for your clients. This will prepare your database to receive read-time valuations.
Contact us on 0345 300 1946
Friends Provident Heritage
Check whether your back office system supports our contract enquiry service by visiting the Adviserwise website, you can also check error messages from this site.