Using Lockton's Proposal Form - an introductory guide

Using Lockton's Proposal Form - an introductory guide

Jul 7 2017

Our online proposal form has been designed to be as user-friendly and intuitive as possible, but we know that some of you may want some additional assistance. This guidance provides a step-by-step guide to help familiarise you with our online form.

It has real benefits over the paper or pdf alternatives. It means that:

  • there are fewer questions for you to answer
  • the form is pre-populated (insofar as permitted by insurers)
  • automatic error checking so fewer returned forms; and
  • your application can be processed quickly


We have produced a short guide which enables you to get the best from your online proposal form.  Please read our quick quide below, or download and print the PDF version using the download link on this page.


Logging In

You can access your Online Proposal form directly from the website homepage - simply click on the log-in icon from the menu.  Alternatively log in directly from (this has the advantage that you can elect to remain logged-in - preventing the form from logging-out after a period of inactivity).

You will have received details of your user name and password.  Contact us if you are unsure.


Introducing your client dashboard

When you log-in, you will be taken to your client dashboard. From here you can access your proposal form, update your contact details, change your password, and - after renewal – access all your renewal documentation.

Your dedicated Lockton Account Manager is shown at the top right of the dashboard – and feel free to contact them at any stage if you have any queries regarding the online proposal form, or your insurances in general.

The dashboard view summarises the insurances you hold with us, and the status of any renewal application process.


What to do when accessing the form for the first time

To access your proposal form for the first time, after you have logged-in, simply click on the Apply Now button.

When you access your proposal form, you will have to read and acknowledge information regarding the 2015 Insurance Act before you can view your form.

We recommend that you take a few minutes to read the simple guidance in the Help Section (click on the Help icon at the top right hand side of the form).



The form is responsive, and only displays questions relevant to you. We recommend starting by completing the Financial Information (Q4.1) and Work-splits (Q5.1), as these largely determine whether any additional questions apply.


Navigating the Form

Navigating the form is simple. Just scroll through the form, or jump to a section using the section numbers at the top of the screen.

To navigate through the form, either use your mouse, or use the 'Tab' keys. Do NOT use the up/down arrows on your keyboard.

The summary screen (accessed by clicking on the green Summary button on the far left) gives you an overview of your progress on the form, and highlights any sections that may contain errors.

You can also scroll directly to the relevant error sections by clicking the red Warning symbol next to the Save Progress button (top right of the navigation pane). This will show amber, when there are no errors in the form, but some sections not completed, or green if all sections in the form are completed without obvious errors.

The colour coding is carried across into the navigation bar and is simply a visual cue indicating whether a question is complete (green), in progress (amber), contains errors (red), or is not applicable (grey).


Completing the form

Your form is substantially pre-populated. We nonetheless recommend that you read through the proposal form quickly before you start, to identify which pieces of information may take longer to collate than others. Delays can obviously be caused when colleagues who are required to provide key data are busy or away from the office for a period.


Saving the form

The proposal form auto-saves every two minutes, but it is always a good idea to press the save button from time to time, to ensure your work has been saved.

You do not have to complete the form in one sitting: you can log in and out as many times as you like. If you plan to work on the form for a sustained period, tick the 'keep me logged in' option at the log-in screen, though you will get an alert if you are logged out after a period of inactivity.


Submitting the form

Once you have completed the form, and there are no material errors preventing submission, you will be given the opportunity to 'Submit and proceed to declaration'.

You will be required to confirm the accuracy of the data included.

You will receive an acknowledgement immediately the form has been received by us. If you submit the form before insurers will accept it, it will be held pending the relevant submission date (anticipated as 1st September latest). You will receive a reminder on that date to recheck that the information contained in the form is still fully up-to-date an accurate.  You will then be able to proceed to submission of the form.


Need more help?

You can download and print a more detailed version of this guidance, using the download function (on the RHS of the article if viewing on a desktop computer).  Howver, if you need in-person assistance with any aspect of your renewal application, just get in touch.

Your Account Manager's details are noted on your client portal – or you can contact the Master Policy switchboard: 0131 345 5599 between the hours of 9am and 5pm Monday to Friday.

To Contact Us By Phone

Our Master Policy Switchboard is available 9am - 5pm, Monday - Friday (except for public holidays, when we are closed). Master Policy Switchboard: 0131 345 5599