OneView Life provides you with an efficient and convenient way to manage your OneCare insurance applications in suspense. It also allows you to review your inforce OneCare and WOP policies.
OneView Life is designed to give you faster, broader access to the information you need. It allows you to:
Manage applications in suspense
- Monitor the progress of OneCare new business applications
- Upload and submit selected outstanding requirements
- Send notes directly to case managers and underwriters
- View important announcements from OnePath through Adviser Notices
Access information about inforce policies
- Review and sort policy and client information
- Produce Certificates of Currency on behalf of clients
Run reports to improve client management
- See all policies due for anniversary in the next 30 days
- See all lapses, cancelled or overdue policies
- Sort and export data as an Excel spreadsheet or PDF
To access OneView Life log-in to Adviser Advantage and follow the links.
For more information about OneView Life, please contact us on 1800 222 066. If you would like training on the system please email email@example.com