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Agency Management

Agency Registration

It's easy for adviser firms based in the UK Mainland to sign up for a Prudential Agency by completing the online application form, available at the Agency Registration service on http://origoservices.com/

Agency Registration is an online service where directly authorised Intermediary Firms, whether they are a sole trader or a large limited liability Intermediary Firm, can apply for agency registration, with multiple Product Providers, via one electronic application.

There are a number of benefits to using the service:

  • Complete one online application form, which will be validated for errors and can be saved.
  • Choose the type of agency structure that you suits your business set up.
  • Select a number of participating Product Providers to which you can electronically submit the application in one single step.
  • Access the Terms of Business of all participating Product Providers to view them at any time.

So, sign up online by going to http://www.origoservices.com/OurServices/AgencyServices.aspx and completing the application form.

If you want to view Prudential's Terms of Business, you can do so below.

What happens next?

We aim to set up your agency within 10 working days, and we will send confirmation. We'll contact you in the meantime if we need any further information to process your application.

Please note, if you are a member of a Service Provider or a Multi-tie, the Service Provider addendum also applies.

Agency Administration

Prudential are also part of the Agency Administration service, available on origoservices.com. This is an online service which assists adviser firms in creating and maintaining agency accounts with Product Providers.

Through the service advisers can submit requests, to multiple Product Providers, for the following transactions:

  • Change of Address;
  • Change of Bank Account;
  • Request for Additional Agencies;
  • Request for Agency Closures;
  • Request for Letter of Authority
  • Maintain Service Provider and Panel Membership;
  • Transfer of Business and Novations.

To find out more, or to register your firm for Agency Administration, please go to https://agencyadmin.origoservices.com/Login/Distributor.aspx .

Need Help?

If you have any questions once you have submitted your application or administration request, please call us on our freephone number, 0808 234 0808, between 8.30am and 6pm Monday to Friday. Calls may be recorded to improve service

Help using Origo Agency

For help using these services, or if you experience any issues, you can contact the Origoservices helpdesk by calling:

For Agency Registration queries: 0871 222 6389*
For Agency Administration queries: 0871 222 9047*

Please note. These telephone numbers are for Origo Agency and can only assist with Origo Agency queries. You may be charged for using their number, when calling them you may request an access and service charge breakdown.

Alternatively, for both services, you can email agency@origoservices.com

Terms of Business

The documents below combined make up your Terms of Business with us.

Please note, if you are a member of a Service Provider or a Multi-tie, the Service Provider addendum also applies.

* You may be charged for using their number, when calling them you may request an access and service charge breakdown.

For UK Adviser Use Only - Not Approved For Use With Clients