The use of integrated technology to drive adviser business efficiency and customer engagement is a key driver in shaping the savings and retirement market, and a fundamental part of our platform strategy. Below you will see a list of integrated data services all of which could be available to your chosen CRM of choice. If you scroll down to the CRM you use, you will see who you can contact to make sure you are set up and able to use your client data through the consumption of these services. The services include:
Bulk Valuations provides valuation and fund information for clients with Aviva Platform products
Bulk Transactional History providing all monies in and all monies for clients who hold Aviva Platform products
Contract Enquiry: for legacy bonds and pensions valuations and fund information
Digital statements which include Advice Charges and commission statements which will enable automatic and efficient reconciliation of fees and commission within your CRM system
Connected to the Origo Integration Hub for one service or more
Yes
Portal integration
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.
Air Sourcing
Product family
Product
Quote
Apply
Retirement
Equity Release
Yes
Yes
Advise Wise
Product family
Product
Quote
Apply
Retirement
Equity Release
Yes
Yes
Assureweb
Product family
Product
Quote
Apply
Protection
Life Insurance+ (single and multi-product)
Yes
Yes
Critical Illness+ (single and multi-product)
Yes
Yes
Income Protection+ (single and multi-product)
Yes
Yes
Iress (Exchange)
Product family
Product
Quote
Apply
Protection
Life Insurance+ (single and multi-product)
Yes
Yes
Critical Illness+ (single and multi-product)
Yes
Yes
Income Protection+ (single and multi-product)
Yes
Yes
Retirement
Equity Release
Yes
Yes
Webline
Product family
Product
Quote
Apply
Protection
Life Insurance+ (single and multi-product)
Yes
Yes
Critical Illness+ (single and multi-product)
Yes
Yes
Income Protection+ (single and multi-product)
Yes
Yes
Remuneration
EDI Commission messaging
You can receive your firm’s commission statements electronically using Aviva’s EDI commission messaging service.
Find out more about commission messaging
Commission data is sent electronically in an industry standard XML format, on a weekly or monthly basis. Commission data is provided at firm level and includes the following data items:
client name
policy number
commission amount
product type
The data is sent using a 3rd party hub called 'Opentext' which allows the data to be converted into other formats, such as Excel csv.
By using industry standards, Aviva data can be combined with data from other product providers to give you an overview of all your commission payments.
You can import the data files into your back office system for reconciliation and allocation to each adviser in your firm.
What products does it cover?
Commission messaging covers all Aviva products that are currently paying commission to your firm, including ex-Friends Life products.
How do I register for commission messaging?
You can register for EDI commission messaging by emailing our agency team ACINFO@aviva.com
Ex-Friends Life services
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 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.
Online resources
Investment centre (formerly Fund centre)
Aviva's Investment centre contains all the tools and information you need to complete your fund research. Access daily fund prices and performance across life, pension and collectives fund ranges.
Our Investment centre includes additional Aviva Platform portfolio tools, including portfolio analysis and income analysis.
Our adviser document library contains all our current product literature, including terms and conditions, key features, application forms and product brochures.
