價格：免費
更新日期：2019-06-30
檔案大小：143.7 MB
目前版本：2.0.12
版本需求：需要 iOS 8.0 或以上版本。與 iPad 相容。
支援語言：英語
Requirements
To use this app you must be a Financial Adviser with a current Terms of Business agreement with RL360. You will also need to have an active RL360 online services account. Visit www.rl360.com for details of how to apply for Terms of Business or for an online services account.
Description
Financial Advisers can complete and submit RL360 applications today with our secure app for new business. Save time and money and speed up policy issuing with this market leading app from RL360. Available for Regular Savings Plan and Oracle.
Save time and money
Financial Advisers can eliminate costly and time consuming couriers by submitting applications instantly online. Applications can be accepted within hours if all the supporting evidence is submitted.
Reduce hassle
Use helpful shortcuts and scan in supporting evidence. No need for “wet” signatures, your client can electronically sign on your tablet device. Supporting evidence like source of wealth and ID verification can be scanned in and uploaded electronically.
Speed up policy issuing
Built-in validation checks to ensure that RL360 applications come in right, first time. The app will tell you if you are missing crucial information needed to support the application.
Submit applications securely
Applications and supporting policy documents are encrypted and sent directly to us. Once a policy is accepted, Advisers and Clients will have immediate secure, electronic access to their policy documents.
支援平台：iPad