Developing and improving Synergy PRSA online applications
The market-leading PRSA from Standard Life has changed the game for advisers and their clients. Now, it's easier than ever to apply not just for our PRSA but also for our PRSA AVC.
This new online application will benefit you and your clients, with a faster and more efficient online process.
Based on your valued feedback, we've made some improvements to our existing PRSA online application. To provide a better and more user friendly experience we’ve made the following improvements:
- Transfer payments can now be split across multiple PRSAs, in equal or unequal amounts, and with different commission structures
- We’ve updated the product options table, clearing outlining pricing options, making it easier to select the right product for you and your client. This is viewable to advisers only, with customers seeing a simplified list of options just like the paper form
- We’ve corrected some of the input issues to make the process smoother for all:
- We’ve added a reminder that the customer name must match the name on their photo ID
- The character restrictions on the ‘special instructions’ box in the Adviser declaration page have been removed to allow use of special characters
- We’ve solved the problem which created issues for some advisers with attachment uploads
We have also made the below enhancements to the online applications dashboard:
- Ability to filter product and status
- Auto-deletion of applications after 30 days from expiry date
- Deletion of applications older than 30 days, with a status of Resume or Submitted to Standard Life
Improved efficiency, accuracy, faster turnaround time and fewer follow ups – there are many benefits to advisers when choosing to submit business online. Here are a few ways it will improve you and your client's new business journey:
- Streamlined with DocuSign: Secure online signatures in a snap
- Flexible editing: Save and resume applications for 30 days
- Smooth handoffs: Admin to business writer, seamlessly
- Never miss a beat: Prompted for attachments and info
Get started on a new online application here