Your valuable feedback has driven some significant upgrades to make the ULoA process smoother and more efficient for everyone.

Receive LoA requests into the correct mailbox:

More than 41,000 Unipass Identity users have access to whole-of-market provider coverage. ULoA gives advisers a single method for sending LoA requests to any UK platform or provider that can receive digital LoA requests. We’ve made sure that each request will reach the right team at the chosen provider. If you have not subscribed to ULoA yet, you won’t be able to view all the LoA requests via the portal. Instead the adviser’s requests will be routed via secure email to you.

Adviser checklists:

Advisers will have the ability to upload a checklist of data items that they need from you, so that your reply contains their specific information requirements. Getting the response to an LoA request right first time matters. It means happier advisers with satisfied customers, less admin for your teams and an improved reputation.

Subscribed version only – automated adviser notifications:

If you are a subscribed provider, advisers will receive notifications when their case has been received, accepted, or fulfilled to a mailbox of their choice for each status change. Saving you and your team hours answering calls to advisers chasing for updates.

Subscribe to level up your LoA process

A number of providers are choosing to subscribe to ULoA and level up their LoA experience. By subscribing to ULoA, providers will not only provide an excellent standard of service to advisers and consumers, adhering to Consumer Duty, but could also significantly reduce their FTEs, chaser calls from advisers and improve their reputation and relationships with adviser clients.

When you subscribe to ULoA, adviser LoA requests will be sent digitally via the portal to you, providing an efficient, secure, fully digital journey for both your team and advisers.

• Automation and integration opportunities – gain greater control over the routing of emails. You could also choose to integrate ULoA, with your existing processes and systems.
• Advisers will receive notifications when their case has been received, accepted, or fulfilled to a mailbox of their choice for each status change. Saving you and your team hours answering calls to advisers chasing for updates.
• MI is available for subscribed providers, which helps you build better relationships with your adviser customers and provide reporting for the business.
• Do right by consumers with a more transparent process, aiding your commitment towards Consumer Duty regulations.
• All of the above gives you huge potential to reduce multiple FTEs.
• Join the service in a flexible way - sign up with one book of business to begin with, and roll out to more when you're ready.
• Future upgrades – once subscribed, you will have exclusive access to future developments.

To benefit from all of the enhanced benefits of subscribing, please get in touch.