MorganAsh
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Care-Fees Plans

Care-Fees Plans

The need

Care-Fees Plans (also known as Immediate Needs Annuities) provide financial certainty for those who are entering long-term care. It’s a time when financial advisers need to obtain quotes quickly and efficiently – while, to provide quotations, insurers need current, valid, medical information.

The service

MorganAsh provides a secure portal and medical data-gathering service, to obtain all relevant information in a timely manner, and to reduce the administration for advisers.

Features

  • Free to advisers
  • Common process across All to providers reduces administration
  • New digital portal and e-signature replaces ageing paper process
  • Tele-interview with care providers
  • On-line client portal enables client to input data directly

Benefits

  • Improved security for all, no more posting paper forms
  • Mean turn round time down from 8 weeks to 12 days
  • Improved quality of data - negates need for GPR, should reduce prices
  • Less admin for advisers
  • Removal of need to assess medical information reduces liability for advisers

Related services


Contact us

If you are interested in any of MorganAsh’s services, please get in touch. We’ll be happy to help.


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Our clients say:

We are committed to providing the easiest way for our members to purchase our income protection contract, and this is a great improvement. Interviews are conducted in privacy and at the applicant’s convenience. Financial advisers often have long-term relationships with their clients; tele-interviewing avoids embarrassing face-to-face discussions of intimate medical and personal details.

Farrukh Mirza, deputy chief executive of Dentists’ Provident