24/7 access at your fingertips.

InTouch is the Adviser’s electronic portal into PPS Mutual. It facilitates interaction with your client’s (Member’s) portfolios and within it you can take key actions to apply for cover plus maintain and service your client’s Insurance plans.

InTouch is available 24 hours a day and you or your support team can access InTouch from any device or location.

InTouch provides:

• Functionality to confirm Member eligibility.
• A bespoke quotation interface which can be used in the consultation process and will improve your practice efficiency.
• Access to request an underwriting pre-assessment, supply the appropriate information to the underwriters, a record of the outcome and an automated link to any application that results from the pre-assessment.
• The ability to apply for cover, directly following the quotation, reducing the need to re-input information.
• Easy online access to all PPS Mutual insurance statements, correspondence and documents in the online repository.
• View, edit or access your personal details, allowing PPS Mutual to remain InTouch with you. You can also preset your remuneration preference. This is editable on individual benefits should you wish to change your preference at that stage.
• View your client portfolio from a single access point called ‘My Members’. This is the core function on InTouch. With My Members, you can view your Members details and  portfolio information and submit service requests on their behalf. You will also be able to quote and submit applications online as well as retrieve statements.
• ‘My Leads’ provides functionality which assists you in managing and tracking leads provided by PPS Mutual.
• Resources may be downloaded or forms ordered online.