Generate new business quotes
By logging in to our online quote service, you can quickly generate:
- New business and top-up quotes when you need them
- Compliant and client-specific quote illustrations
- Application forms and related literature
- Quotes are stored for 90 days from when they’re made
- Quotes are linked to our Fund Filter – this saves you time by quickly re-using selected funds when producing a new quote
Compare quotes
Our online quote service makes it easy to generate quick comparison quotes. You can enter variables, such as retirement age and payment amounts, then instantly generate different quotes for the same client.
The comparison quotes can then be viewed in a summary table and printed to use with your client.
Link quotes to new business applications
Once you’ve completed an online quote, you can quickly start a new business application.
To save time, the quote you generated is automatically pre-populated into the application form when you apply online.
Visit our new business process page for more information on how we can support you and your clients.
Retrieve online quotes
You can log in to retrieve, review, save and adjust quotes you’ve created over the past 90 days.
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Register for online services
You need to log in to our online services to use Client View. If you're not yet registered, you can sign up in just a few simple steps.
If you need any help registering, please call our helpdesk on 0345 60 60 036. Call charges will vary.
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Service directory
Get access to all the services we offer and quickly find the support you need in our simple service directory.