At Bright Grey we want to make it as easy as possible to do business with us, which is why we let you choose how you'd prefer to submit applications.
Our interactive quote & apply system is simple, intuitive and fast. It works alongside our data capture form, which avoids any unnecessary questions for ‘clean’ lives.
Underwriting rules, limits and combination risks are all built into the system, which simplifies the sale, saves you time, and means you can give your clients an immediate decision.
You can also amend quotes before submitting the application, which helps when it comes to tailoring the plan to suit your client's budget.
Soon after it was launched, interactive quote & apply won both the Business Innovation of the Year and Best Use of Technology awards at the National Business Awards 2008.
It's easy to upgrade to interactive quote & apply. Simply log in and click the 'upgrade to interactive quote and apply' button. If you're new to the site, click on 'Register' under 'Password login' and confirm that you’d like to register for interactive quote & apply.
Click here to download the data capture form for interactive quote & apply.
For more information visit our 'tell me more' page.
Our telephone application service works in partnership with Medicals Direct to gather medical evidence directly from clients as an alternative to contacting their GP. This helps to speed up the time it takes to process your clients' applications.
We've made improvements to the screens and data capture form to allow you to choose a preferred and alternative date and time to contact your clients. Click here to download the data capture form for telephone applications.
For those of you who still use quote & apply, you can use the paper application form.
We're pleased to have retained the eee rating for each of the 4 categories of Life, Menu, Income Protection and Critical Illness in 2010.
The Finance & Technology Research Centre's e-Excellence ratings are a benchmark for e-business solutions, showing which providers offer services that best meet advisers' needs.
Download 'e-Excellence report' PDF
Size: A4 - 2 pages - 472kb
Online publication date: May 10