Accessing your client’s Annual Benefit Statements online Step 1 – Go to www.avivabroker.ie, and click on the View Existing Policies quick link on the right hand side of the screen. Step 2 – Enter your WriteNow login details.
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Accessing your client’s Annual Benefit Statements online
Step 1 – Go to www.avivabroker.ie, and click on the View Existing Policies quick link on the right hand side of the screen.
Step 2 – Enter your WriteNow login details.
Step 3 – Search for your client or policy - you can do this by either searching by the policy number or the customer details.
Step 4 – When the policy returns in the search, as shown below, click on the Correspondence button under the policy information as highlighted below.
Step 5 - To view the statement, tick the radio button on the left hand side of the statement. The View Document button will then appear underneath. Click on the View Document button.
Step 6 - Your statement will open as a pdf. You can use the menu bar at the bottom to either print or save this document.
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