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Recently Partners Life held webinars explaining the features of the new Client Access to Personal Statement feature on the online underwriting platform MUM. For future reference, Partners Life has published a video explaining the new functionality and demonstrating how it works.

“Thank you to everyone who gave up their valuable time to attend the webinars introducing our new Client Access to Personal Statement (CAPS) feature for our Online Application - MUM (My Underwriting Manager).

This new functionality allows you to send your clients a unique, secure link to complete their personal statement in their own time, on their own device. The ability for your clients to pre-complete their underwriting disclosures prior to your meeting can save time at the kitchen table and may reduce the need for multiple client visits.

For advisers who are dealing with clients in a different geographical location, this assists you in providing clients access so that they can complete their own personal statement, enabling a smoother end-to-end advice and application process.

During the process you can view how your clients are progressing with completing their personal statements, and you can also jump in at any stage should they need assistance.

If you were unable to attend the Webinar session and would like more information and a demonstration on how it works, please click on the link

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