"Rather than the traditional route of setting up agencies, managed by an agency team, we’ve created a completely self-service process "
Whether the firm is part of a national, network or service provider they can self-register and, as soon as the firm is confirmed, individual advisers will be able to register too.
On receipt of the Terms of Business by Guardian, the signed version is automatically acknowledged by email. The system then generates an invitation to the principal to register himself or herself where they can then let individual advisers within their company know they can now register.
Guardian Financial Services is a historical business which was mainly made up of life policies, pensions and annuities and was bought by ReAssure in 2016.
Andy Peters, Guardian's distribution director, said: “Our brand promise is Life Made Better. One way we’re doing this for advisers is by introducing a unique online registration system, that’s quick and easy to use. Rather than the traditional route of setting up agencies, managed by an agency team, we’ve created a completely self-service process which will allow firms and their advisers to register and be ready to do business with us within minutes.”
Mike Allison, head of protection at Paradigm, added: “Paradigm are delighted to have been working closely with Guardian as part of their market entry pilot. One of the things we’ve been impressed by is the challenger’s commitment to using new technology to improve the adviser experience, which is something we have been advocating in the protection market for some time. Building a self-service registration process is just one great example of how Guardian is making the online journey simpler, faster and more intuitive for advisers.”
