Lets get down to protection business

Lets get down to protection business

Your adviser toolkit

For advisers already registered to do business

On this page you’ll find our fast start toolkit containing the essentials to begin using HSBC Life Protection Products.

Need to register?

Download our Agency Application Form or visit Agency application with HSBC Life for more info.

Contact our Sales Support Team:
0333 207 5563 (9am to 5:30pm – Monday to Friday, excluding public holidays)

Essential literature and sales aids

  • For advisers use only
  • For adviser use with clients
Why HSBC Life for Protection? (Interactive brochure)Right Chevron
Maximum Sums Assured and product limitRight Chevron
Factsheets explaining our innovative approach to further medical evidencesRight Chevron
BMI Tables and rating basisRight Chevron
Application Journey and Adviser Portal (interactive guide)Right Chevron
Adviser Portal Business Reports Guide Right Chevron

Suitability Letter Paragraphs

To support your recommendation for our products, download these pre-prepared explanations of key features and benefits of cover.

Underwriting

Check out your client’s indicative underwriting decision with our Pre-Sales Underwriting Tool

Start using the Tool

Find out our approach to key medical conditions,
View our Underwriting Guide

Submitting business

Submit new business via your portal of choice

Managing your business

Log on to HSBC Access here to

Manage applications
Access business reports
Track commission
Review or update your details

If you’re not registered
Contact Sales Support Team for Access

Frequently asked questions

Video Library for advisers only

Why HSBC Life

All the reasons you should do business with HSBC Life, including our award winning CI products.

For adviser use only.

How to do business

Explains how our digital approach to underwriting and business processing saves you time and effort.

For adviser use only.

Guide to the application journey

Watch our video for a step-by-step journey through the application process

Guide to the HSBC Life Adviser Portal

Watch our video for our guide to making the most of the Adviser Portal for managing your business

Video Library for adviser use with clients

Online Health Services

6 key benefits available for all existing and new policies

Customer claims story

Explains how our digital approach to underwriting and business processing saves you time and effort.

Trust video guides

Why put policy in a Trust

The advantages of using a Trust for your protection policy

How to complete the HSBC Life Flexible Trust Form

A practical guide to signing the HSBC Life Flexible Trust Form.

Digitally signing a Trust Form – PCs

Watch our step by step guide to how your clients can digitally sign their Trust Form on a PC.

Digitally signing a Trust Form – mobiles

Watch our step by step guide to how your clients can digitally sign their Trust Form on a mobile phone.

Critical Illness Cover – quick guides

Why should I have Critical Illness Insurance?

How does Critical Illness Cover work?

What happens if I need to make a claim?

What is a Critical Illness Policy?

What’s the application process?

What’s not typically covered by Critical Illness?

Other resources