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About The Service

Looking for LOA Chasing Support?

Do you need help obtaining provider information?

Book a meetingRequest a call

About the Service

We understand that sending LOAs to providers and obtaining the required information can be very time consuming.

That’s why our expert Chasing Team is here to help you ensure all documentation is received quickly and efficiently.

The process is simple:

Our team of expert Chasers send Letters of Authority and phone providers to chase up missing information on your behalf.

Over the years we’ve built up a vast knowledge of providers, allowing us to create a comprehensive provider directory.

In fact, we speak to hundreds of providers each week.

So whether you’re waiting on information from Aviva, DHL, or Sun Life Financial of Canada, we’ve got you covered and will continuously chase providers until all required information is received.

Next, we send all information over to you to check. If further information is required, just let us know and we’ll deal with it in a timely manner.

We’re experts in obtaining information and have robust processes to allow us to gather information as quickly as possible, so you’ll be free to crack on with others tasks that need your attention, whether that be more one-on-one time with clients, studying for your next exam, more time at the golf course, or spending an evening with loved ones.

What's included?

  • No tie-in or minimum number of cases
  • Pay-as-you-go basis
  • Sending Letters of Authority
  • Chasing providers via telephone for missing information
  • Suitability letters for paraplanning assistance
  • Regular updates on wait times

"By outsourcing my LOA Chasing to Plus Group, I gain..."

We asked our clients how they use the time they gain back by outsourcing to Plus Group

Some of our clients:

Would you like to talk to a member of our team?

Call Us 0151 559 1332Request a call

Case Study

Partner Insights

Case Study

Using Plus to Shake off the Shackles of LOA Chasing

When Mary MacFarlane, Associate Partner at SJP, went into business as a single Partner Practice in January 2020, she soon found herself working long days juggling the many tasks involved with running her own business. These included finding new clients, servicing existing ones, and the mountainous admin required daily, including the arduous task of writing Letters […]

Read More

Testimonials

What SJP Partners say about our LOA Chasing Service

Cullen Larson

Practice Manager, Leeds

Since switching to Plus group we have put a considerable amount of time back in our diaries, and by we I mean the three practice managers that handle all the admin for my advisors.

We don’t need to wait for long periods on hold to providers anymore, and when cases come back with issues, we have a good system of it all documented online through Fluid.

I would go as far a to say it adds 50% of my time back in the diary each day, especially when it comes to the LOAs and finding the correct department by phoning... View Full Testimonial...

About The Service

Our Most Frequently Asked Questions

Why should I use your Chasing Service?

Can this be offered as a Stand-Alone service?

Will I be tied into a contract?

Do I need to use Plus’s LOAs or can you use ours?

Do I have to send off the LOA’s or can you do this for me?

How often can we expect to be updated on the progress of our outstanding information?

Do you check information for outstanding details and to ensure it is correct?

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Meet Your Team

Chasers, Administrators, Gurus and more

Sophie Sawford

Chaser

Jonathan Maskell

Head of Chasing Team

Meet Your Team
Cyber Essentials Plus certified

Plus Partner Services Limited, trading as Plus Group. VAT Number 191887360.