Servicing legacy HSBC Life protection clients
The Adviser Portal
If you are registered to use Chesnara Life Access — your online adviser portal, you can easily manage and service existing legacy business. Advisers previously registered with HSBC Life are able to log in using their existing credentials.
If you are not registered – please register today
Already registered? Log in here
Adviser portal options
The Adviser Portal gives you the option to:
- Make client personal data changes – name, address and contact details
- Register a claim
- Access business reports including early warning report, lapsed and cancelled cases reports
- Commission and account summary information
Managing policy options
If you need to manage policy options, such as Guaranteed Insurability Options, Separation Benefit or reductions in cover then contact our Protection Adviser Helpdesk.
Client options via the Client Portal
Your clients can use Chesnara Life Access to keep personal details and circumstances up to date and view all their policy documentation.
Typical reasons to update policy details include:
- Moving to a new address
- Changing name
- Changing bank accounts for premium payments
- Reviewing cover level
- Placing cover in trust
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Click to view page: Claims
Find out about our claims record and how to make a claim
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Click to view page: Complaints
If you need to make a complaint