We have upgraded our Intermediary online service; here's what you need to know as a registered user of the service.
What benefits does the upgrade provide?
There is an updated new look to the system, and it is easy to navigate. Uploading documents is easy, there is less duplication and, most importantly, the system includes an integrated Decision in Principle, reducing duplication.
Do I need to re-register?
Providing you know your username, password, and memorable word, then there is no further action required (all 3 need to be known), to re-register. You will be asked to re-set your password and memorable word when you first log-in.
Please note! Please do not use the ‘Forgot my username, password or memorable information’ buttons as these will not work during the first log-in attempt. If you do not have, or remember, any one of these three bits of information, you will be required to re-register as a new broker.
How do I re-register as a new broker?
What will happen to any existing/pending cases I have?
Any pending illustrations and applications can be seen in the new dashboard but you will not be able to progress them or upload documents to them. You will be able to go straight to application on the new system with previous illustrations or key them again through the new illustration process if you prefer. Any questions can be directed to our Underwriting team.
Any queries around pending illustrations or new registrations should be directed to 01635 918000.
How do I contact you if I have a question?
Please contact our Intermediary helpdesk on 01635 918000 between 9am and 5pm, Monday to Friday (9:30am on Wednesday), excluding Bank Holidays. You can also contact us through our live chat service. This page will also be updated with any further FAQ’s as they arise.
We thank you for your patience and look forward to you using the new system.