You can register for the new protection portal here.
You can reset your password by visiting onboarding.the-exeter.com and selecting “Forgotten password?” and entering your username.
You’ll receive a verification code via SMS to enable you to reset your password. If you do not have a mobile number, you can contact us on 0300 123 3203.
If you’re submitting a new income protection or life insurance application, please ensure you’re using your new login, which is your email address, and password at this website. If you do not have a new login, please register here.
If you’re submitting a new health care application please use your existing 8-digit username and password at this website. If you do not have this or require further support, please contact us on 0300 123 3203.
You will still be able to view income protection and life insurance policies you’ve previously written on your 8-digit login and submit new health care business.
However, you will be unable to submit any new protection policies and must use your new login details to do this.
Yes, you can view your previous submitted applications using your 8-digit login details here.
If you’ve saved a quote on one of the portals that you wish to proceed with and is still valid, you should be able to continue with it on the previous system using your 8-digit login. If you have any problems with any valid quotes, please contact us on 0300 123 3203.
Please login here using your new login to submit a pre-sale enquiry or new income protection or life insurance application.
If you have not registered with us yet, please click here to register.
We’ve created a handy user guide that shows you screen by screen how to submit a pre-sale enquiry and application.
Alternatively, you can contact our dedicated Account Managers on 0300 123 3207 or email salessupport@the-exeter.com to find out more.
You can check application status by viewing your online dashboard. You will also receive automated emails for any key updates. For example, underwriting decision available, referral, policy in force and evidence requests.
At this stage, only you can view your cases however administration view will be available in the coming months.
Please continue to submit health care business here using your 8-digit login and password. If you do not have an 8-digit login and password, please contact us on 0300 123 3203.
We have dedicated Account Managers who would be delighted to help. Please contact our team on 0300 123 3207 or email salessupport@the-exeter.com.
Our Account Managers will be happy to help. Please contact our team on 0300 123 3207 or email salessupport@the-exeter.com.
For technical support please contact us on 0300 123 3203.
For general enquiries, demos, and product information please contact 0300 123 3207 or email salessupport@the-exeter.com.
Our protection portal is designed to be more user-friendly, efficient and secure, making it easier for you to protect more clients.
In most cases, you can receive an instant pre-sales underwriting decision to see what terms may be offered based on preliminary details. Our multi-benefit plan makes it easier to quote and apply for life and income protection together, and your clients can get a discount for multiple benefit plans.
We've improved the system so everything is managed from one screen, updated as you go and when you convert your quote to an application you won't have to re-key any data you've already entered.
Our new underwriting questionnaire is more intuitive and can be completed in any order. Each section can be completed individually.
We've also made your clients' data more secure with multi-factor authentication.
Our products have been updated too. You have the option to fix 100% of your clients' income protection benefit and our life insurance is more flexible with joint or dual life cover and a Beneficiary Nomination feature making it easier for clients to select who they'd like to receive their life benefit.
If you would like more details, our Account Managers will be happy to help. Please contact our team on 0300 123 3207 or email salessupport@the-exeter.com.
Your clients should not experience any disruptions and we will continue to support you and your clients as normal.
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To keep your and your clients’ data protected, we have added multi-factor authentication to your account. When logging in for the first time you will need to set this up. You will receive an email from ‘noreply@the-exeter.com’ to the email address you use to login with a passcode that you will need to input on the screen.
You can tick the box to remember your device for 60 days, but you will have to verify your identity every 60 days on the same device.
You can only be verified on one device and web browser at a time. Each time you use a different browser on the same device or switch devices you will be asked to enter a new passcode.
You will have five attempts to enter your passcode, if you fail to enter it correctly after this your account will be locked for up to 15 minutes and then you’ll need to login and start again.
If you ever need to reset your password, you’ll receive a code via SMS to your mobile number provided at registration. If you are unable to use a mobile phone to receive a code, for example if you’re office-based and only have access to a landline, you can contact us on 0300 123 3203 for help resetting your password.
Check that your passcode email hasn’t gone into junk and that you are putting the correct code in. If the email hasn’t arrived, you can resend it by clicking the link on the verification page. If you are still having issues, please contact our support team on 0300 123 3203.
As part of our commitment to keeping your clients’ data secure, we use multi-factor authentication on our protection portal. So, you need to use a different method of verification for logging in and resetting your password.
When you login on a new device you’ll be asked to authenticate with a passcode that is emailed to you.
This means that if you need to reset your password, we need to use a separate method to verify your identity that is not email. We will text you a code to your mobile number provided at registration to reset your password.
We will never use your mobile number for any purpose other than to reset your password without your permission.
If you do not have a mobile number you can use or do not wish to provide one to us, you can ring our support team on 0300 123 3203 if you have forgotten your password.
If you forget your password you can click the ‘Forgotten password?’ link on the login screen. If you provided a mobile number when you set your password, you can have a code sent to your mobile and reset your password following the instructions on the screen.
If you did not provide a mobile number, or can’t receive a code via SMS, you can ring our support team on 0300 123 3203 to get help resetting your password.
You can quote and apply for multiple products together on the same application and a multi-benefit discount will be applied. This includes a multi-benefit quote for income protection and life cover. The discount is based on the number of products and is applied evenly across all of them, for example:
2 products = £1.50 off each product, £3.00 off total monthly premium
3 products = £2.00 off each product, £6.00 off total monthly premium
4 products = £2.25 off each product, £9.00 off total monthly premium