Manage clients' policies online
Client View is the online system you can use to monitor and manage your clients’ Standard Life policies. It allows you to:
- Manage documentation
Access new business and top up documents
Notifications about new or expiring documents that require your attention
Access relevant product literature you can share with your clients
View your pipeline
You’ll be able to monitor your new business, retirement claims and transfer out pipeline
The system sends an email about anything that needs your attention
- Approaching retirement dates
Look for the ‘R’ icon to view policies that are approaching or have passed their retirement date.
Check out our tutorial videos to see how much it helps you to do, or just log on to explore it for yourself.
Watch tutorial videos
The information on standardlife.ie/adviser is designed for financial advisers. It's not suitable for anyone else. If you're not a financial adviser, please go to standardlife.ie for information about the products and services we offer.