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.
Alternatively, apply via the Origo Agency Registration Service
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
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
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
Watch our video of a real customer story and learn more about how in 2024 we paid 94.44% of CI and 97.53% of Life claims across all HSBC Life’s Life & CI products and distributions channels.
Making an application and non-disclosure
You might want to share this video at the protection application stage to help you explain to your clients the importance of giving truthful and accurate answers, and how to avoid common pitfalls.
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
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Click to view page: Resource library - Opens in a new window
All you need to build your business.
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Click to view page: Latest developments - Opens in a new window
Keep up to date with the latest news, commentary and developments at HSBC Life – including product and service launches or enhancements, and more.
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Click to view page: Trusts - Opens in a new window
Find out the what, why, when and how of trusts.
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Click to view page: Claims - Opens in a new window
Find out more about our enviable claims record and paper free claims process.
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Click to view page: Contact us - Opens in a new window
Select the best way to contact us according to your query.