From insurance pre-assessment through to client management, OneCare has best in breed tools to support your business.
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.
Even if some of the information is unavailable, the tool can assume a best-case scenario and provide a result.
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.
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.
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.
OneView Life is your comprehensive client management portal.
Deeper insights for proactive advice opportunities
Client management at your fingertips
Some of the new powerful features:
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