MyQuotes - key enhancements

Always innovating, learn how MyQuotes evolved in 2021 to add more value to your business.

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person looking at a screen with the option to download forms from MyQuotes

Pre-populated and editable protection CAB and data capture forms

How does it work?
You can now generate these forms in MyQuotes which prepopulates the client data fields, leaving less room for errors.

What are the benefits?

  • makes your online application process even easier;
  • complements your e-signature solution;
  • supports you in remote working; and
  • saves you valuable time
Person looking at a tablet and selecting Exit Tax rate on MyQuotes

Select and illustrate different rates of Exit Tax

  • When quoting for a company plan you can now select Exit Tax at 25% to illustrate the rate that would apply. 

  • A 0% exit rate option  can be selected if the plan is being taken out by an approved charity, a pension scheme etc.

Income Insurance benefits

  • provide a quote for a Company Income Insurance with both the pension payment protection and income protection benefits, using MyQuotes;
  • produce a detailed report which illustrates these valuable and unique benefits.
Person looking at the improved loading screen on MyQuotes

Simplified protection loading screen

We've listened to you and improved the loading screen.

It now provides a simplified, clearer experience with direct access to all the underwriting help you need. 

Laptop with screen showing the Rev Max screen on MyQuotes

RevMax supports

  • RevMax results and reports are available on all company pension quotes.
  • Regular and single payment amounts can now be tweaked from the results screen.
  • A one-page RevMax report is now available, and you can include it in the company pension client report.