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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

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

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.

Added value health services

Describes the comprehensive range of health benefits automatically included for all policyholders and their families.

For adviser use with clients.

Claims

Watch our video of a real customer story and learn more about how in 2022 we paid 98.8% of CI and 98.7% of Life claims across all HSBC Life’s Life & CI products and distribution channels.

For adviser use with clients.

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.

For adviser use with clients.

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.

For adviser use with clients.

Other resources