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Discover our Life Update Process—an efficient, digital solution for engaging clients and up-to-date protection needs


Life Update Form

Fill out the short form below and one of our AlphaTrust specialists will get back to you:

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

Life Update
Process

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:



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 results for you?

  • 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

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-authenticator

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 Expert

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

What do our customers say?

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:

100% Whitelabel

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.

Interested?
Request a Call Back


Discover our Life Update Process—an efficient, digital solution for engaging clients and up-to-date protection needs


Life Update Form

Fill out the short form below and one of our AlphaTrust specialists will get back to you:

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