MorganAsh
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Care-Fees Plans

Care-Fees Plans

The need

Care-Fees Plans (also known as Immediate Needs Annuities) provide financial certainty for those who are entering long-term care. It’s a time when financial advisers need to obtain quotes quickly and efficiently – while, to provide quotations, insurers need current, valid, medical information.

The service

MorganAsh provides a secure portal and medical data-gathering service, to obtain all relevant information in a timely manner, and to reduce the administration for advisers.

Features

  • Free to advisers
  • Common process across All to providers reduces administration
  • New digital portal and e-signature replaces ageing paper process
  • Tele-interview with care providers
  • On-line client portal enables client to input data directly

Benefits

  • Improved security for all, no more posting paper forms
  • Mean turn round time down from 8 weeks to 12 days
  • Improved quality of data - negates need for GPR, should reduce prices
  • Less admin for advisers
  • Removal of need to assess medical information reduces liability for advisers

Related services


Contact us

If you are interested in any of MorganAsh’s services, please get in touch. We’ll be happy to help.


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Our clients say:

We have a significant proportion of our enhanced annuity applications which are poorly completed or indeed incomplete. This could result in our not being able to offer the best possible terms. The customer journey to us is very important and the applications received from MorganAsh make it a one-stop journey. It helps us to maximise the potential income we can offer to our customers and avoids us having to go back to the customer for further information.

Richard Helyer, chief underwriter and claims manager, Canada life, UK