Plug into a supercharged service
Access valuations, deal and switch online, research funds and keep up-to-date with all your clients policies in our new supercharged Online Service Centre.
As a busy financial adviser, always on the move, keeping in touch by mobile, laptop or tablet (or all 3!), having constant access to relevant and always up-to-date information is a necessity.
That’s why RL360° has launched a new Online Services Centre. Whether you want to research funds on our sophisticated Fund Centre, prepare valuations for your clients, send in Quantum applications online, carry out switches and deals or produce an illustration, everything is available at the click of a few buttons. Wherever you may be, whenever you want it.
With different levels of access, master users have full control over what information their staff can view. Master users can set up new users (and delete them) and choose exactly what access rights each user has. The system is totally flexible and accommodates different business structures. And you can change and update the structure whenever, and however, you want.
And what’s more, your clients with a RL360° policy can register too, enabling them to view valuations and policy information.
So if you have Terms of Business with us, register for our Online Services Centre. And start receiving a supercharged online service today.