The information in this site is addressed to financial advisers only.
B-line know-how
Have you ever thought "Where do I print policy docs again?" or "How do I download my client bank?".
Or have you ever been curious about how different investment instruments operate?
With B-line know-how, we’ll look at the nuts and bolts of a range of topics from b-line itself and beyond to the worlds of investments and pensions.
ePad know-how
One of our newest innovations is ePad. This little electronic pen can help speed up the protection application process, so that you will get an underwriting decision as soon as the application is submitted. And it helps cut down on the amount of paper that you have to submit. Take a few minutes to read through our frequently asked questions, and view a short demonstration video.
Self service know-how
e-docs puts you in control of how much paper you receive from Irish Life. Click on the link below to find out how you can manage communication from Irish Life electronically.
With eScan you can scan and attach documents such as CABs and underwriting questionnaires as part of the proposal process. For FAQs on using this feature, click on the link below.Data download puts your client bank at the tip of your fingers allowing you to mine the valuable information it contains. Click on the link below to find out how to get started:
Kicking off our series of self-service online helpers was a demo of how to use the policy print feature. Just click below to watch.