Life Update Process

Our Life Update Process is a response to the Financial Conduct Authority’s consumer duty consultation.

The forthcoming Consumer Duty places a responsibility on all stakeholders, advisers and providers to continually engage with their clients.

What seems like a lengthy and time consuming process is made quick and simple with Life Update Process.

Our solution takes the hard work away.


Our Customers include:

Life Update Process

Life Update Process: A Simple Automated Process

The Life Update Process is designed to help you keep your customers engaged and their protection needs up to date.

The FCA are due to finalise Consumer Duty during July, confirming what is likely to be the biggest change in regulation since TCF.

Whilst all within the industry decipher the new rules, we’ve been busy developing tech tools to help our partners comply and make the most of the opportunity Consumer Duty presents.

We know just how lengthy these processes can be for most organisations, taking away time and resource away from where it’s needed most.  Our leading business process and e-signature platform, AlphaTrust, simplifies and automates the entire journey.

Watch the short explainer from Scott Machin, Product Manager, below:

What’s The Result for your Customers?

Ask your customers key questions about their finances and circumstances every year, or as frequently as you like – you’re in control.

  • They’re engaged, empowered and in control of their finances.

  • They can make the most of the ongoing benefits their protection offers them.

  • They are prompted to advise you of a change in their lives, which means a change to their cover.

What’s The Result for You?

Deploying a simple, automated and digital process to tackle what could be a complex problem.

  • Deploying a simple, automated and digital process to tackle what could be a complex problem.

  • An audit trail to prove your commitment to ongoing engagement.

  • The ability to identify opportunities to provide more value to your customers.

  • All of which make protection relevant, valuable and engaging for the long term.

AlphaTrust

From simple send-a-document for signature to your most complex workflows, AlphaTrust provides a range of options to digitise processes.

Our solution slots seamlessly into your existing processes; you choose whether to integrate via API or simply access via a personalised digital dashboard.

Together, we will explore both options and agree the best approach for your business and technical infrastructure.

Cloud Based

You decide if AlphaTrust is hosted by you or in the cloud, the choice is yours.

On Premise

Allows flexibility and control over data.

API

Allows seamless integration.

Advanced Webform Builder

Validation logic, reflective questioning, completely customisable to avoid invalid/incomplete forms being returned.

E-IDAS Compliant

Complies with E-IDAS regulations for compliance and legality.

2 Factor Authentication

Allows users to have 2 FA for security.

Full Access to All Features

No matter how many transactions or users required, we provide full access to all features on any pricing model.

20 years + FS experts

We can relate to business challenges and understand process and compliance to fully adopt and utilise AlphaTrust features.

Interested?

Request a Call Back

We would love to show you AlphaTrust can help you simplify and automate the Life Update process. Our friendly team will be more than happy to show you our solution live.

Simply fill in the short form and a member of the AlphaTrust team will be in touch.

Contact Us Today

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What Do our Customers Say?

Ascot Lloyd on AlphaTrust:

  • Chris Pollard
    Chief Operating Officer, The Exeter

    “50% of our claims are now completed within 48 hours of being received. We have seen a 24% reduction in the start to finish processing time for our claims.”

  • Nigel Stockton
    Chief Executive Officer, Ascot Lloyd

    “iPipeline has built us a solution that delivers on every level, reducing time spent on documentation, saving money and exceeding all client expectations. They have made the impossible, possible.”

  • Matthew Cantle
    Managing Director, The Cotswold Group

    “Not only will this solution benefit us through speeding up processes overall, the ability to complete witness statements digitally, means our investigators do not need to seek signatures via face-to-face interaction. Initial response from clients and end-users has been tremendous.”

    Compare AlphaTrust

    DocuSign


    • Cloud Based
    • API
    • Branded
    • Advanced webform builder
    • e-idas compliant
    • 2 FA

    Adobe Sign


    • Cloud Based
    • On Premise
    • API
    • Branded
    • e-idas compliant
    • 2 FA

    HelloSign


    • Cloud Based
    • API
    • Branded
    • White labelled (Enterprise Only)
    • e-idas compliant
    • 2 FA

    Benefits

    Let AlphaTrust Help You

    Eliminate the need to rely on paper processes and switch to a more customer focused model.  Digitisation gives you
    a range of benefits such as:

    Let AlphaTrust Help You

    100% White Labelled

    AlphaTrust is fully customisable. You keep your branding throughout the entire process.

    Customer Friendly

    Optimised for desktop, smartphones and tablets. Your customers can sign and fill any document on the go.

    Flexible

    Whether it’s a simple signature to a complex workflow, it can be applied to any paper-based process.

    Environmentally Friendly

    Help save the planet whilst cutting costs and increasing efficiency.

    Better Customer Journey

    Reduce friction and create a better customer experience.

    Compliant

    Flexible, secure, customisable and compliant solution.

    Request a Demo

    We would love to show you AlphaTrust in detail and give you a personal demo. Our friendly team will be more than happy to show you our solution live.

    Simply fill in the short form and a member of the AlphaTrust will be in touch.

    Contact Us Today

    • This field is for validation purposes and should be left unchanged.