You can register for a login here.
You can reset your password by visiting onboarding.the-exeter.com and selecting “Forgotten password?” and entering your username.
You’ll receive a verification code via SMS to enable you to reset your password. If you do not have a mobile number, you can contact us on 0300 123 3203.
Please ensure you’re using your new login, which is your email address, and password.
You can login here after choosing your product.
If you do not have a new login, please register here.
If you need help, please contact us on 0808 169 6193.
No, your previous 8-digit login will no longer work. You will need to use your email address to login and submit any policies.
For income protection and life insurance policies, you will start to see previous policies show in the new protection portal as we migrate these policies over from the previous portal.
If you need help on a previous policy you can contact us on 0300 123 3201 or member@the-exeter.com.
Please login here using your new login to submit a pre-sale enquiry or new income protection or life insurance application.
If you have not registered with us yet, please click here to register.
We’ve created a handy user guide that shows you screen by screen how to submit a pre-sale enquiry and application.
Alternatively, you can contact our dedicated Account Managers on 0300 123 3207 or email salessupport@the-exeter.com to find out more.
You can check application status by viewing your online dashboard. You will also receive automated emails for any key updates. For example, underwriting decision available, referral, policy in force and evidence requests.
Login with your email address here. If you do not have a new login using your email address, please contact us on 0808 169 6193 or register online here.
We have dedicated Account Managers who would be delighted to help. Please contact our team on 0300 123 3207 or email salessupport@the-exeter.com.
Our Account Managers will be happy to help. Please contact our team on 0300 123 3207 or email salessupport@the-exeter.com.
For technical support please contact us on 0300 123 3203.
For general enquiries, demos, and product information please contact 0300 123 3207 or email salessupport@the-exeter.com.
Our protection portal is designed to be more user-friendly, efficient and secure, making it easier for you to protect more clients.
In most cases, you can receive an instant pre-sales underwriting decision to see what terms may be offered based on preliminary details. Our multi-benefit plan makes it easier to quote and apply for life and income protection together, and your clients can get a discount for multiple benefit plans.
We've improved the system so everything is managed from one screen, updated as you go and when you convert your quote to an application you won't have to re-key any data you've already entered.
Our new underwriting questionnaire is more intuitive and can be completed in any order. Each section can be completed individually.
We've also made your clients' data more secure with multi-factor authentication.
Our products have been updated too. You have the option to fix 100% of your clients' income protection benefit and our life insurance is more flexible with joint or dual life cover and a Beneficiary Nomination feature making it easier for clients to select who they'd like to receive their life benefit.
If you would like more details, our Account Managers will be happy to help. Please contact our team on 0300 123 3207 or email salessupport@the-exeter.com.
Your clients should not experience any disruptions and we will continue to support you and your clients as normal.
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To keep your and your clients’ data protected, we have added multi-factor authentication to your account. When logging in for the first time you will need to set this up. You will receive an email from ‘noreply@the-exeter.com’ to the email address you use to login with a passcode that you will need to input on the screen.
You can tick the box to remember your device for 60 days, but you will have to verify your identity every 60 days on the same device.
You can only be verified on one device and web browser at a time. Each time you use a different browser on the same device or switch devices you will be asked to enter a new passcode.
You will have five attempts to enter your passcode, if you fail to enter it correctly after this your account will be locked for up to 15 minutes and then you’ll need to login and start again.
If you ever need to reset your password, you’ll receive a code via SMS to your mobile number provided at registration. If you are unable to use a mobile phone to receive a code, for example if you’re office-based and only have access to a landline, you can contact us on 0300 123 3203 for help resetting your password.
Check that your passcode email hasn’t gone into junk and that you are putting the correct code in. If the email hasn’t arrived, you can resend it by clicking the link on the verification page. If you are still having issues, please contact our support team on 0300 123 3203.
As part of our commitment to keeping your clients’ data secure, we use multi-factor authentication on our protection portal. So, you need to use a different method of verification for logging in and resetting your password.
When you login on a new device you’ll be asked to authenticate with a passcode that is emailed to you.
This means that if you need to reset your password, we need to use a separate method to verify your identity that is not email. We will text you a code to your mobile number provided at registration to reset your password.
We will never use your mobile number for any purpose other than to reset your password without your permission.
If you do not have a mobile number you can use or do not wish to provide one to us, you can ring our support team on 0300 123 3203 if you have forgotten your password.
If you forget your password you can click the ‘Forgotten password?’ link on the login screen. If you provided a mobile number when you set your password, you can have a code sent to your mobile and reset your password following the instructions on the screen.
If you did not provide a mobile number, or can’t receive a code via SMS, you can ring our support team on 0300 123 3203 to get help resetting your password.
You can quote and apply for multiple products together on the same application and a multi-benefit discount will be applied. This includes a multi-benefit quote for income protection and life cover. The discount is based on the number of products and is applied evenly across all of them, for example:
2 products = £1.50 off each product, £3.00 off total monthly premium
3 products = £2.00 off each product, £6.00 off total monthly premium
4 products = £2.25 off each product, £9.00 off total monthly premium
A policy status of Migrated means this policy has been moved onto our new protection portal and is now locked on the old portal. No further changes can be made to it there. If you need help with an existing policy, please contact us on 0300 123 3201 or member@the-exeter.com.
If you need help with an existing policy, please contact us on 0300 123 3201 or member@the-exeter.com.