Intermediaries
More and more customers are approaching intermediaries to obtain expert health insurance advice. The Intermediary Support team at Exeter Friendly Society will make sure that you receive all the help you require to ensure that your business with us runs smoothly and your queries are dealt with efficiently. Delivering the first class service we are renowned for in the industry.
Contact Details
Intermediary Account Executive
Karen Fowler
Tel: 01392 353567
Mobile: 07738 47 23 76
Fax: 01392 353590
Email: karen.fowler@exeterfriendly.co.uk
Intermediary Support
Exeter Friendly Society
Lakeside House
Emperor Way
EXETER
Devon
EX1 3FD
Tel: 08450 34 33 33
Fax: 01392 353590
Email: intermediary.support@exeterfriendly.co.uk
Agency Terms Contact Intermediary Support as above.
Training Contact Karen Fowler, Intermediary Account Executive.
Applications Submit either on-line, post or fax (fax copies will be processed but we also need receipt of the original).Quote and Apply Quotations can be requested on the website without a password or requested from Intermediary Support by telephone, fax or email.
On-line Applications can be submitted for moratorium or full medical declaration. You will need a "user name" and "password" to ensure the business is attributed to your agency. Please contact Intermediary Support by telephone, email or fax and they will initiate either over the telephone or within 24 hours.
Underwriting enquiries Contact Intermediary Support or Karen Fowler, Intermediary Account Executive as detailed.
Activation of policy - Policy Acceptance - All customers (broker and direct) who have completed new UK/Euro/Interplan Worldwide/Resident Health Plan application forms are contacted 7/14 days after documents are issued to activate their policy.
If an on-line application is received they will be sent a Policy Acceptance form with their policy documents which needs to be returned by post. The instruction to return this is clearly stated in red in the welcome letter.
Once activation is agreed by the policy holder finance will write to confirm activation and advise the payment date (14 days after start date or from date of activation whichever is longer).
Stationery order Request for hard copy literature.
Download literature All literature can be downloaded from the website.
Newsletters Normally published on a monthly basis providing details of any changes to the policies, promotions and relevant updates.
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Commission enquiries telephone or email Intermediary Support who will direct your enquiry.
Policy holder queries please contact
Customer Support
Tel: 01392 353500
Fax: 01392 353591
Email: customer.support@exeterfriendly.co.uk
