For financial advisers only

Save time & money

Eliminate costly couriers by submitting applications instantly online.

Reduce hassle

Work offline, use helpful shortcuts. Capture evidence and certify directly on your device.

Improve Acceptance

Built-in validation checks help applications come in right, first time.

SUBMIT SECURELY

Application and supporting documents are encrypted and sent directly to us.

FLEXIBLE FOR YOU

However you submit new business, our flexible system can adapt to your needs.

TRACK YOUR APPLICATION

Watch your application progress. Upload any outstanding requirements.

APPLE AND ANDROID

Download the free app from the Apple Store or the Play Store.

24/7 DOCUMENT ACCESS

You and your client can access policy documents online throughout the lifetime of the policy.

Flexible solutions

Choose a scenario below to see how our flexible system can adapt to your new business process.
This assumes your Agency has a separate Admin team who check and submit the applications.

Starting a new application from the RL360° tablet app

Starting a new application online and completing on the tablet app

Handwritten application keyed to the online system

Starting a new application from the RL360° tablet app

You, the Adviser, create a new application offline on the RL360° tablet app

You complete the application with your client and capture evidence*

Client reads and signs the declaration directly on your tablet device

You upload and share the application with your admin team

Your admin team checks the application in the Online Service Centre

Your admin team submit the application to RL360°

*Needs to be a suitable certifier, Download the suitable certifier form

Handwritten application keyed to the online system

Complete a handwritten application form and produce an illustration for your client to sign

Take a hard copy of supporting evidence and certify them*

Send all hard copies to your admin team

Your admin team key in the application form on the online system

Your admin team scan in the signed application form, signed illustration and certified evidence

Your admin team upload the evidence to the Online Service Centre

Your admin team submit the application to RL360°

*Needs to be a suitable certifier, Download the suitable certifier form

Starting a new application online and completing on the tablet app

Your admin team create a new application on the Online Service Centre and input inital client data

You, the Adviser, download the application to the RL360° tablet app

You complete any missing data with your client and capture evidence*

Client reads and signs the declaration directly on your tablet device

You upload and share the application with your admin team

Your admin team checks the application in the Online Service Centre

Your admin team submit the application to RL360°

*Needs to be a suitable certifier, Download the suitable certifier form

How to capture evidence

Watch our training videos

Web user guide

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