Everything you need in one place
We understand it can be hard to keep track of the different forms and documents you require.
Which is why we’ve created this form and document library. Everything you need to provide to a client, or to answer questions about Encompass Protection, can be found here.
Simply scroll down to access the most up-to-date versions of our Adviser Guide, Data Capture Form and Protect Super Plan for Encompass Protection forms; to name a few.
Plus, if you’re a registered Encompass Protection adviser, you can also order hard copies of our Product Disclosure Statement and Policy Document and Data Capture Form. Just click on the ‘Order online’ button and follow the instructions on the screen. Your requested documents will be at your doorstep shortly!
Protect Super Plan for Encompass Protection
Here are the important forms your client will need to complete if they’ve purchased, or plan to purchase, life insurance through the Protect Super Plan for Encompass Protection.
We’ve kept our forms to the absolute minimum as most requests can be handled over the phone or via email. However, the few forms we do have, are provided below. All forms are writable PDFs so there’s no need to print – simply download the form, type in the responses and email it to us at firstname.lastname@example.org
Preparing a Statement of Advice? Want to provide your client a summary of Encompass Protection’s cover types and benefits? Looking for some words to describe who Encompass Protection is and why your clients can be confident at claims time? Look no further.
This section contains helpful ‘tools’ designed to make your job, and conversations with your clients, easier.