Service Centre

Access your policy valuation and more

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This Service Centre was developed in order to provide clients and advisers with a personal service by placing real-time policy and fund details at their fingertips. We are committed to the ongoing development of this system in order to enhance our levels of service to our clients and advisers.

Information on this secure facility is updated daily.

Clients can use this innovative, secure Internet facility to:

  • See fund prices and performances
  • View and print the current value of their policy
  • Determine when the next premium is due or how much they are in arrears
  • Review their policy details

Advisers can use this innovative, secure Internet facility to:

  • Search for plans in arrears and create tailored reports
  • Select any of the funds in which their clients are invested for information
  • View or print all of their clients and their investments in that fund
  • Check if any of their clients have fallen behind in their payments and by how much
  • Have direct access to plan records and client details
  • Be aware of all clients that may be affected by fund closures
  • Use the search with either an exact client name or scant information
  • Have visibility on what funds are most popular among clients

There are four routes for advisers searching policy records – View All Plans, Client and Plan search, Premium Arrears search, and a Fund search that applies to all categories of Generali PanEurope’s funds.

If you have any queries regarding policies, funds, or anything else, please feel free to contact us at any time.