Service Centre
Access your policy valuation and more.
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This Service Centre was developed in order to provide you with a personal service by placing real-time policy and fund details at your fingertips. We are committed to the ongoing development of this system in order to enhance our levels of service to you.
Information on this secure facility is updated daily.
Clients can use this innovative, secure Internet facility to:
- See fund prices and performances
- View and print the current value of your policy
- Determine when the next premium is due or how much you are in arrears
- Review your policy details
Advisers can use this innovative, secure Internet facility to:
- Search for plans in arrears and create tailored reports
- Select any of the funds in which your clients are invested for information
- View or print all of your clients and their investments in that fund
- Check if any of your clients have fallen behind in their payments and by how much
- Have direct access to plan records and client details
- Be aware of all of your clients in a fund that is closing
- Use the search with either an exact client name or scant information
- Promote certain funds easily through knowing what clients are currently invested in
There are four routes for advisers searching policy records - View All Plans, Client and Plan search, Premium Arrears search, and a Fund search that applies to all four categories of Generali International's funds - Open, Substitution, Broker, and Closed.
To register for the Generali International Service Centre click here.
If you have any queries regarding policies, funds, or anything else, please feel free to contact us at any time.
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