Adviser > Your business > Technology > New Business Tracker
New Business Tracker
Now you can see
what's cooking…
We're proud of what we do, so we've decided to open up our 'kitchen' and reveal exactly what goes on behind the scenes when we take your new business orders.
A taste of the new online experience.
Reservations?
For a taster of our New Business Tracker,
To use our the Tracker, you must be registered for our Online Service:
Real-time case management for individual policies.
Our New Business Tracker means you can see everything that we see - and because it's updated in real time, you'll always have access to the very latest information about your new business pipeline, 24/7.
Better value
Instant access to key information not only means a more efficient service - it means you could save valuable time and money.
Simplicity
All information is presented in the same format, and because it's so easy to use you can immediately streamline the way you work and cut the amount of time you spend on phone calls and administration.
Efficiency
Transfer business will never be a pain again, thanks to a full breakdown of exactly what's been received and what's outstanding.
Immediate commission updates - the service charge
A big part of the new business process is commission reconciliation. Our tracker tells you what commission has been paid, what is due and what basis the policy has been set-up on.
Easy to digest.
We've made everything as simple and logical as can be. Once you're registered to use our online service, you just log in for full access.
On the home page you'll find a simple traffic light system that lets you see the latest position of each plan in your individual new business pipeline, all in one place. For more detailed information just click on a policy to view its full case history.
An extensive menu of options.
The New Business Tracker offers all the information you need to keep your business running smoothly and efficiently.
Transfers
When they're expected, what's been received, and what's outstanding.
Payments
All the regular premiums, single premiums, transfers and DWP rebates that are due on the policy.
Outstanding information
Outstanding requirements needed by Scottish Life, updated immediately when they are received.
Commission
The plan's commission basis, what lump sum payments have been made and what will be included in your next commission payment.
Income payments
The details of any Income Release payments made to the client.
Contact
Your Scottish Life New Business consultant's contact details and the contact numbers for new quotes and existing business queries.
For professional advisers only
