Claims Portal

Our online Claims Portal enables you to make, manage and view your claims at the touch of a button. In addition, your dedicated claims handler will be on hand to assist you with expert advice and guidance as often or as little as required. Whilst our online portal allows quick and efficient administration of claims, we will still pick up the phone whenever we can to talk you through the claims process and how the Policy will react.

Premium Portal

Our Premium Portal can be used to notify us of who is on cover, manage premiums received from your clients, generate Policy Documents, reconcile and pay the premiums due and view who is insured. Also, you will be able to view within the Premium Portal which clients have purchased through the webshop, providing a complete online management tool for your scheme.

E-mail campaigns

Our marketing team can design and administer e-mail campaigns that encourage your client to purchase or renew their Tax Fee Protection electronically. Our marketing administrators can distribute pre-awareness campaigns and use analytics to target reminders in order to achieve maximum take up of the protection. Campaigns can be interchanged with physical mailings in order to ensure everyone is covered.

Webshop

Our unique Webshops enable your clients to purchase cover directly online via your own ‘white labelled’ Webshop. We will collect payment and forward any practice commission to you, reducing your practice and client administration. Policy documents are automatically generated for the client, and renewals can be handled directly by us, subject to your approval.

We moved to Vantage Fee Protect because they offered us something unique – a method of offering fee protection to our clients online via a Synergee branded webshop. This has enabled us to significantly reduce the annual administration time and costs on our fee protection scheme. This year’s renewal has been much easier now that we no longer have to send out renewal invitation letters to our clients

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