Tools

From insurance pre-assessment through to client management, OneCare has best in breed tools to support your business.

 

 

 

Get real-time pre-assessments in minutes 

Winner of the Canstar Innovation Excellence Award for 2018, our Pre-Assessment Wizard is a market-first tool that allows you to receive on-the-spot, real-time indicative assessments on loadings and exclusions, in as little as five minutes. This gives you valuable insights into our likely underwriting decision so you can better manage client expectations.

Get started:

 

Even if some of the information is unavailable, the tool can assume a best-case scenario and provide a result.

 

Quotes and applications

Illustrator is the quoting and application software for OneCare, designed to streamline your paperwork and help you deliver outstanding service to your clients.

 

Work the way you want to

Illustrator is available in online (Apple Mac compatible) and desktop variants.

The online and desktop variants synchronise with each other, so quotes and applications can be viewed, accessed and updated in either variant. By registering for Illustrator following the instructions on the Onepath website Illustrator tools page, it will give you access to both the desktop and online variant

 

Share quotes and client information.

With our sharing functionality, you can share quotes and client information with other users in your business. You can also retrieve completed quotes from IRESS’s XPLAN with pre-populated client details in Illustrator.

 

Capture relevant information by asking the right questions

We’ve worked in collaboration with the University of Technology Sydney Advanced Analytics Institute to re-engineer the underwriting process.

In doing so, we’ve developed an intuitive underwriting engine– one that does the heavy lifting by asking your client’s personal medical history using everyday language.

 

Flexible ways to apply

You can offer your clients four flexible ways to complete their Personal Statement:

1. OneCare Express - an intuitive, quick and easy online process.

2. Tele-interview - clients complete it over the phone with a tele-interview consultant. Plus, the online ‘Tele-Interview Booking’ feature available on OneView Life provides you with the ability to create, reschedule and see all your scheduled bookings in the one place.

3. Personal URL - clients receive a personalised link and can complete the form online at a time that suits them. We’re proud to be the only insurer to offer your clients this option.

4. Scan & attach - scan and attach a completed paper Personal Statement and submit with an electronic application.

 

Client management

OneView Life is your comprehensive client management portal.

Deeper insights for proactive advice opportunities

  • Dashboard to help you proactively manage clients at a glance
  • Weekly email of retention alerts including lapse risks
  • Analytics and reports to gain deeper portfolio insights
 

Client management at your fingertips

  • 24/7 access to client and policy info, anywhere on any device
  • Securely update client information
  • Track insurance applications status, including UHG status
  • Lodge claims for your client and monitor progress throughout
 

Some of the new powerful features:

  • Run 10-year premium projections on alteration quotes for OneCare and OneCare Super policies.
  • Quote for changes to OneCare cover – increasing or reducing client’s amount insured and/or removing benefit(s) within their cover as the client’s needs or lifestyle changes
  • Track paper or email requests which have been sent through by your clients
  • Choose email or letter correspondence for your clients, including SMS notifications for Welcome and Renewal packs

Want to know more?

OneCare Super is issued by OnePath Custodians Pty Limited (ABN 12 008 508 496, RSE L0000673, AFSL 238346) (“OPC”). OneCare and OneCare External Master Trust are issued by OnePath Life Limited (ABN 33 009 657 176) (“OPL”).