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Agency Management

Is a secure communication portal where adviser firms and networks can submit agency requests to multiple Providers with just a few clicks; saving time, money and effort.

Origo is dedicated to improving the UK financial service industry's operating efficiencies and lowering operational costs.


Why use Unipass Agency Management?

SECURITY

  • Secure system keeps your data safer than email
  • An audit trail lets you know who requested what and when

EFFICENCY

  • Fastest turnaround by accessing providers’ best service levels
  • One request is sent to many providers
  • Avoid rework
  • Save time and effort chasing providers

COST SAVING

  • Avoid postal costs and delays
  • Free to use – a service funded by providers for you

Who can I use Agency Management with?

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Apply for Terms of Business

Why spend the time painstakingly applying for terms of business individually when you can register with multiple providers all in one place. In just a few clicks you’ve registered with as many providers as you want.


GO TO AGENCY REGISTRATION

Manage your Business

Save valuable time and effort with our Agency Administration service accessed with your Unipass Cerificate you can easily manage changes to your agency set-up, request additional codes, change details and much more.

GO TO AGENCY ADMINISTRATION

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Registered in Scotland No: SC201466. Registered Office: 7 Lochside View, Edinburgh Park, Edinburgh. EH12 9DH.

Origo, Unipass Identity Website, Origo.UnipassIdentityWebsite, 2024.2.14.0