Life Assurance, Critical Illness & Income Protection
Optio Money have a simple 3 stage process to identify and apply for an insurance product for you.
1. Arrange an Appointment
When you have completed one of our forms on our website we will then contact you to arrange an appointment at a time suitable for you.
2. Discuss your Requirements
We will take the time to look at your individual circumstances and identify exactly what you are looking to do. At this point we will send your FREE NO OBLIGATION quotations by email.
3. Apply
After we have discussed the quotations and you would like to proceed we will then complete the necessary questionnaire on your behalf and send it to the insurer. On many occasions your application will be accepted immediately and can be ‘put on risk’. We will then send you any necessary documentation to sign and return to us.
For your peace of mind, we operate a pre-paid Special Delivery service to make sure your documents are secure and they reach us quickly and safely.
Project Managing your Application
If your application requires further underwriting we will coordinate with the insurer and medical practitioner to make sure your application is accepted as soon as possible.
Saving You Time and Money
We save you time and money by finding the best cover from the Whole of the Market for you and by project managing your application from start to finish we will enable you to avoid spending hours on the telephone trying to arrange the insurance yourself.
You can contact us directly on 0845 838 6009 or by clicking here.