Enable Setting for Sending Online Applications to Adviser on Employer Groups

In order to utilize system capabilities for Advisers on employer groups, an Adviser must be linked to each applicable employer group: Employers -> Active Employers or Quotes -> Select employer by clicking on the employer name -> select view more on Financial Adviser card -> search Adviser name -> click on hyperlink name to add the Adviser to the scheme.

Enable setting on the Adviser:

Search for the required Adviser, select ‘view details’ arrow from the Adviser card and then select the checkbox “Should review complete online application for clients”

 

Impact of setting:

 

  • If enabled online applications can be sent directly to the Adviser for review from the member screen by following these steps: Employer quotes -> select employer -> member list -> select quote pending hyperlink -> menu -> email complete online application request to Adviser -> email is sent to Adviser
    • If the setting is disabled, the option ’email complete online application request to Adviser’ will not appear.

 

  • Links to review new member applications can be generated in bulk and emailed to the Adviser by following these steps: Employers -> active employers -> select employer group -> from Employer card: select view more details -> menu: email complete application process. The links generated in bulk and emailed to the Adviser will direct the user to the application review process for Advisers.
    • If the setting is disabled, following the above steps will result in the option to email the member application link to the Adviser, the member/s and/or the helper.
    • The links generated in bulk and emailed to the Adviser will direct the user to the member online application process.

 

‘Should send online request to advisor’ setting under system, configuration:

 

The setting ‘Should send online request to advisor’ can be accessed via system, configuration. If selected or deselected at this level, the same will be applied to the ‘Should review complete online application for clients?’ on the Adviser level-setting when a new Adviser is created.

This setting does not impact the ‘Should review complete online application for clients?’ Adviser-level setting on existing Advisers.

 

 

Last Updated on 5 months ago by Hayley Jerram