Agency Administration

Agency Administration is for directly authorised adviser firms, service providers, networks and their members to assist with creating and maintaining agency accounts.

The Agency Administration service provides the quickest and easiest way of submitting changes to a multitude of product providers in one pass. It saves you time, cuts out mistakes and gives you access to the best service levels providers have to offer.

Through the Agency Administration service you can manage:

• Additional agencies
• Agency closures
• Address changes
• Agency detail changes for firms and / or individuals (e.g. address, telephone number)
• Transfers of business
• Bank account changes
• Panel / Service Provider membership changes

Key Benefits:

• Fastest turnaround by accessing providers’ best service levels
• One request is sent to many providers
• Secure system keeps your data safer than email
• Progress can be tracked online
• Avoid rework as the system makes sure you are giving the right information as quickly and simply as possible
• An audit trail lets you know who requested what and when
• Management Information capabilities
• Avoid postal costs and delays
• Save wasted time and effort chasing providers
• Freely available to directly authorised advisers