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We want to make it easy for you to keep up to date with your clients’ policies. Towards the end of 2021 we’re planning to move all Financial Advisers from Adviser View to a new, secure online portal – ReAssure Now – to enable you to access your clients’ ReAssure and ReAssure Life policy details in one place in the future.

ReAssure Now makes it easy for you to see information about your client’s policies anytime, anywhere. As part of the change, all of the policies currently linked to your Adviser View accounts will be automatically moved across to your users’ Clients lists on ReAssure Now. You’ll also be able to add any other ReAssure policies.

Registering for ReAssure Now

We’ve written to your company’s FCA registered address to let you know about the change from Adviser View to ReAssure Now. We just need one of your firm’s Principals to complete our online form and nominate a ReAssure Now Administrator who will be responsible for the day-to-day administration of your ReAssure Now account.

Principals are authorised signatories who are holders of the positions shown below:

– Regulated Director
– Regulated Chief Executive
– Regulated Partner
– Regulated Compliance Oversight

If you haven’t completed your ReAssure Now Administrator Nomination and Access Form yet, it’s really important that you submit this as soon as you can to ensure your online access with ReAssure continues smoothly following the change.

What if the form isn’t completed?
Your company’s online access with ReAssure is dependent on us receiving the details of your ReAssure Now Administrator. We need to register their details before they can activate their own account or set up accounts for other employees, otherwise you won’t be able to access ReAssure Life data online once Adviser View is no longer available.

Further information about the changes

ReAssure Now gives you access to clients’ policy information at the touch of a button.

You’ll be able to:

view up-to-date information about policies, such as current valuations, fund breakdowns, any cover provided and how much is paid in. Although you can’t view backdated values online, you can request these from us by secure message for cases such as divorce or other limited scenarios.

see what policies could be worth in the future using FCA-projected values and assumptions.

view and download commission statements as PDF and CSV files, so you’ll no longer need to receive them via email or post.

download policy data in CSV format. While you won’t be able to do this as a PDF, you’ll still be able to print ReAssure Now screens from your browser if you need to.

maintain your current portfolios in ReAssure Now. We’ll bring across your portfolios from Adviser View.

switch funds at portfolio and individual policy level. Switches at client and fund level will no longer be available and switches on policies currently taking income will require a form to be completed.

contact our customer service teams online by secure message and view our replies.

access our Help for Advisers section, which covers the most common questions you may have, including how to use secure messaging, what we will/won’t accept via secure message and general help for advisers.

Access to fund information

ReAssure’s comprehensive fund centre is supported by Morningstar, not Financial Express and provides access to all ReAssure Life fund information and performance data alongside ReAssure’s funds. There’s an enhanced policy search which also retrieves invested and available funds based on individual policy numbers.

The Uscan investment analysis tool will be decommissioned.

 

Third party valuation data access through client management software

Once your clients’ policies are showing in your ReAssure Now Clients list, you’ll have the option to receive ReAssure policy valuations data through Intelliflo Office if you want to. You’ll need your own Intelliflo Office account and you’ll be able to access the ReAssure app through Intelliflo’s app store. You’ll need to wait until your ReAssure Now Administrator account has been activated to switch the feature on and enable the data to be sent to Intelliflo.

We’re not currently planning to enable policy valuations data to be sent to any other third party providers at the moment. You will need an Intelliflo account if you wish to access ReAssure policy valuations in this way. However we’re continually reviewing our online services and may expand the list of supported providers over time.

Changes to policy valuation services doesn’t affect the separate provision of Electronic Data Interface (EDI) services, and this will continue to be provided by all third parties.

Is there a change to online access for my clients too?

Customers who currently use the Online Customer Centre (OCC) will also move to ReAssure Now. We’ve contacted them to let them know about the move and about any changes or updates they may need to make to get the best online experience. You can see examples of what we’ve sent to customers here. Customers will be able to see the same policy features that you can, with the addition of seeing letters that we’ve sent to them.

Other important information

ReAssure Now doesn’t support Unipass digital certificates. If your company currently uses Unipass credentials for Adviser View, ReAssure Now account users won’t be able to use their Unipass credentials to log in to ReAssure Now.

Feature availability

Some features of, or things you can do on, ReAssure Now are linked to specific products, policies and/or funds. This means they may only be available on a particular product type, or some but not all of your policies. Availability of some self-service transactions can also depend on individual circumstances and also on how policies are set up.

When we develop new features, we try to provide the things that will give the maximum benefit to as large a group of our customers as we can, which may mean that some products or features may be further away in our development activities.

Controlling the quality of our online data is also incredibly important to us. If we detect an issue with any policy data, we may also temporarily restrict the availability of a feature or a policy to enable us to correct any issues, ensuring that the information available is accurate and up-to-date.

Help and support

To see how to register and use ReAssure Now watch our demonstration video: