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The faster way of doing business, including our new Pre-Underwriting tool

Amending an agency

Transcript

How to amend the agency on an existing quote or application.

When you log into Fastway, click on the case you'd like to amend.

Fastway dashboard

To change the agency click 'your quote' on the left hand toolbar.

[Animation of the mouse to point to 'your quote' in the toolbar].

Fastway, showing the 'your quote' option in the sidebar'.

Select the 'change owner' button to confirm your change.

[Animation of the mouse to point to the 'change owner' button].

Fastway, showing the change owner button

[Animation selecting the user, and commission terms].

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Flexible Protection Plan

Why not add Critical Illness or Income Protection to your client's plan for a wider protection portfolio?

More about Flexible Protection Plan

Briefcase

Support

Our online resource of pre-written letters, tools and more help you generate leads.

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Large Case Team

If your client's Life Protection benefit is £1m or more, we can offer dedicated support

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Working with LV=

How to get started and the kinds of support you can expect when you work with us.

More about working with us

FOR UK FINANCIAL ADVISERS ONLY
LV=, County Gates, Bournemouth, BH1 2NF, UK