We’re excited to introduce our Quote for Alteration (QFA) tool.

The Quote for Alteration (QFA) tool is designed to enable you to provide quotes to your existing customers who may want to amend their current cover, making it easier to manage updates without needing to contact us directly. 

 
This is part of our commitment to you to help make it easier to do business with your customers.

 

The tool allows you to submit a request for the following:  

 

  • Reduce a sum assured 
  • Remove a benefit 
  • Remove a Life Assured 
New feature

Introducing our new Submit button

The tool is now easier to use with the new Submit button. You no longer need to download the quote and email it through to us for action. You can simply hit Submit and send the quote directly from the QFA tool. Easy! 

 

Once the change has been submitted: 

 

  •  Our customer care team will receive and action the request 
  • The dashboard status will update to Completed when finalised, and  
  • Both you and your customer will be sent a copy of the policy alteration letter and endorsement schedule 

 If you need sum insured increases or additional changes, you’ll still need to contact us directly. 

Resources

To help you use QFA, we’ve developed the following tools to assist you with learning.

If you need anything further, please contact us

Contact us

Policy search will remain through Adviser Hub and the search functionality is unchanged and please note, you need to be the Servicing Adviser to use QFA.

We’re here to help so if you’d like additional support or training, please reach out to your Business Partnership Manager.