Back office and third party support

We work with back office suppliers to integrate our products with a range of adviser CRM systems. Available services include:

• contract enquiry: for valuations and fund information
• bulk valuations: information updates automatically for Aviva Platform policies, and generates a report for manual upload for packaged products. If your adviser CRM does not offer bulk valuations for Aviva Platform policies, you can  manually download the bulk valuation report from the business reporting section of the Aviva Platform
• electronic statements: advice charges and commission statements for automatic reconciliation within your CRM system

See which services are available by product and back office supplier:

From protection products to annuities, pensions to investment plans, many of our products appear on portals. For some products, you can also use the quote and other back office data to pre-populate application forms.

Find out at a glance in the tables below which services we offer for each product through the portals.

EDI Commission messaging

You can receive your firm’s commission statements electronically using Aviva’s EDI commission messaging service.

Services for ex-Friends Life policies

Ex-Friends Life online services (ex-Friends Provident policies) are available using your existing Unipass or user ID and password. This will give you access to the following services:

• Bulk data download
• Commission download
• Commission enquiry
• You can associate a Unipass certificate to an existing user ID online.

If you see the message 'Access Denied' when logging in to these services, please use the left-hand menu to continue to the service you require. This is a known issue which we will fix shortly. We apologise for any confusion that this may cause.

Existing user log-in

If you are a new user you can register for ex-Friends Provident online services online, including contract enquiry. For commission enquiry and commission download you will also need to complete and return our commission enquiry authority letter.

Register

The ex-Friends Life (ex-AXA policies) contract enquiry service is only available for existing users. If you need to associate a new Unipass certificate to an existing user ID, please email ECSD@aviva.com

You can also register for our Aviva EDI commission messaging service. Find out more.