Shepherds Friendly is pleased to announce the launch of their Income Protection (Simplified Application). The new application process for Income Protection plans is now available to all intermediaries and will allow them to get cover for their clients in as little as five minutes.

 A simplified application

As an alternative to the existing fully underwritten application (now known as the Full Health and Lifestyle Application), the simplified application aims to make applying for an Income Protection plan quicker and easier for advisers and their clients. The simplified application streamlines the Underwriting process, meaning advisers can cover their clients faster and with fewer questions asked.

Based on moratorium underwriting, advisers can apply for income protection using the simplified application when their clients require short-term (one- to two-year) cover and when certain health and lifestyle conditions are met.

Chief Sales Officer, Anthony Uttley commented on the simplified application launch:

“We take great pride in our products and the service we give to intermediaries and their clients. With the addition of our simplified application, we have taken further steps towards making our Income Protection more accessible to new members and advisors and providing them with the protection they need.”

Contact us

If you would like to know more about the Income Protection (Simplified Application), please contact the Shepherds Friendly Business Development team on 0161 495 6495 during office hours (Monday to Thursday, 9.00am – 5.00pm; Friday, 9.00am – 4.00pm) or email [email protected].