Insurance quotes

Open Insurance Quotes in the sidebar to explore cover, compare available quotes, save a policy, or
ask an adviser to contact you.

Getting a quote

Choose the kind of cover you need and work through the questions shown. Health and Life use live quote
pricing. Other cover types appear only when they are available in the environment you are using; Swish
clearly labels any example-only experience.

For a live quote, the quoting service receives only the details needed to calculate it, such as your
whole-year age, gender, smoking status, number of children, and requested cover amounts. It does not
receive your name, email address, or street address as part of that quote request.

Date fields accept DD/MM/YYYY and include a calendar button.

Saving an existing policy

You can add a policy you already hold in either of two ways:

• Upload the policy document. Swish encrypts the file before it leaves your browser and stores it
  against the policy.
• Enter policy information. This opens the Insurance register form so the policy becomes part of
  your financial records.

If you start entering policy details and then leave, Swish warns you before discarding the unfinished
form. See About registers and
Document Vault for how policies and files fit together.

Asking an adviser to contact you

Select the adviser contact option when it is offered. The form shows exactly what will be shared before
you send it.

Swish includes the quote context you can see in the form, such as the chosen insurer, excess, and cover
preferences. It does not automatically attach your address, sums insured, quoted premium, policy
documents, or the answers and results from the quote journey. Your message and your Swish account name
and email are sent only when you submit the request.

An accepted request means it has entered the adviser-contact process; it is not confirmation that an
email has already been delivered. If the request is not accepted, the form keeps your draft so you can
retry.

If something goes wrong

• A field message means an answer needs correcting before you continue.
• An upload error appears beside the affected file. Correct the file type or size and retry that file.
• Unlock your data before uploading files means you need to enter your encryption passphrase again.
• A Request not sent message keeps the adviser form open so you can retry without retyping it.

Insurance Quotes is currently available in the web app.