Advisers using Sovereign can now see the effect of the Life Plus One discount in Quotemonster comparisons – and its automatic. Quotemonster now identifies quotes that meet the criteria and applies the discount. A note is included in the quote comparison to highlight that it includes a life plus one discount. There are some rules. Below is a copy of the Life Plus One announcement below with relevant links.
For a limited time, your clients can now get 10% off for the life of their new TotalCareMax policy.
From 11th of July 2018, you can offer your clients 10%off any benefits taken out on their new TotalCareMax policy. To qualify for this discount your client must take out Life cover of over $100kand one other Sovereign TotalCareMax risk-benefit with a combined total annual premium of at least $1,000 before the discount is applied.
To apply this discount simply update Illustrations and select the campaign code ‘SOV10’
To enable you to view and be able to select this campaign code you will be required to update your current version of Illustrations. To update Illustrations click on this link and then click on 'Run'. Once the program has completed, restart your Illustrations and you will now have the campaign code functionality.
Then to apply the discount simply add the campaign code 'SOV10'to your client’s quote in Illustrations. For a step by step instruction, find out more here.
Some key things to remember:
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This offer ends on 5th October 2018 for submitted business.
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Policies must be issued by 2nd November 2018 and the offer is only valid for new business where all lives assured are fully underwritten and excludes Private Health, Start-Up Income Protection, TotalCareMax Lite and voluntary workplace risk products. For further information see the terms and conditions here.