Speciality services for the financial sector

We work with the majority of the UK and Ireland’s life insurance companies, to provide a range of differentiated services focused on delivering improved outcomes for consumers.

Annuities quotations

A one-stop online process for financial advisers, to streamline applications for impaired annuities. In almost 80% of cases, MorganAsh is able to obtain better rates for consumers than when data is submitted via an online form.

Life-planning reports

MorganAsh’s life-planning reports enable advisers to more easily consider the financial implications of varying life expectancies for clients’ later years.

Tele-claims and claims reviews

Structured tele-claims interviews, by healthcare professionals, which reduce administration and increase the quality of information.

Tele-interviewing

MorganAsh provides an industry-leading tele-interviewing service for insurance providers, including the ability to gather information via multiple (but connected) methods.

Medical underwriting

Bespoke underwriting solutions, provided by highly experienced underwriters, designed around each insurance company’s specific requirements.

“You were very, very kind. You have just been so nice compared to other people I have talked to. From one person to another, I really do thank you.”

April – Absence Intervention customer

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“MARS puts me in a far better position than before. I didn’t have any information like this, or evidence of client vulnerabilities.”

Paul Russell, chartered financial planner

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“I am so pleased that I found the MARS System; I am very happy to be improving my client care and responsibilities.”

Mike Kellett Cert PFS Cert CII(MP) Cert ReR, Director, Forbes Consultancy

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“We are very happy to be working with MorganAsh. They are taking some great strides with their MARS tool, in the financial services sector, towards really making a difference to how vulnerable people are treated.”

Helen Lord, CEO, the Vulnerability Registration Service:

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“The MorganAsh MARS tool offers firms an outsource capability and credible solution to achieve that aim and deliver proportionate support and fair outcomes.”

Jonathan Warren, head of innovation, Altus

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“Good practice principles and the use of fintech, such as the MorganAsh MARS tool, can greatly improve our ability to assess, store and communicate vulnerability across and between organisations.”  

Keith Richards, Chair of the Financial Vulnerability Task Force

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Speciality services for the financial sector

Annuities quotations

Life-planning reports

Tele-claims and claims reviews

Tele-interviewing

Medical underwriting

“You were very, very kind. You have just been so nice compared to other people I have talked to. From one person to another, I really do thank you.”

“MARS puts me in a far better position than before. I didn’t have any information like this, or evidence of client vulnerabilities.”

“I am so pleased that I found the MARS System; I am very happy to be improving my client care and responsibilities.”

“We are very happy to be working with MorganAsh. They are taking some great strides with their MARS tool, in the financial services sector, towards really making a difference to how vulnerable people are treated.”

“The MorganAsh MARS tool offers firms an outsource capability and credible solution to achieve that aim and deliver proportionate support and fair outcomes.”

“Good practice principles and the use of fintech, such as the MorganAsh MARS tool, can greatly improve our ability to assess, store and communicate vulnerability across and between organisations.”

“Good practice principles and the use of fintech, such as the MorganAsh MARS tool, can greatly improve our ability to assess, store and communicate vulnerability across and between organisations.”  