Portfolio Rollovers
Portfolio Rollovers
Features
- Will complete rollover of portfolio to new company with full underwriting of each file.
- Knowledge of company and broker systems – i.e. TAM, SAVERS, RSA point of Sale, Power Broker, AVIVA broker portal
Benefits
- Smooth rollover of portfolio without putting additional pressure on employees
- Consistency in underwriting and transfer.
- Rollover completed in a timely manner by your brokerage.