Enhancements

OneCare Express. Simpler, faster and more intuitive

We're always looking to help you run a more efficient business. OnePath is supporting advisers with a range of technology and product enhancements to its award-winning OneCare insurance range.

These enhancements have been designed to help improve the efficiency of your business and cut down time spent on administration.

Illustrator and OneCare Express enhancements

We have enhanced the Illustrator and OneCare Express software to streamline the underwriting process and reduce the number of questions you need to ask your clients, helping to save your business time and provide more flexibility. Illustrator now boasts a range of new features such as:

  • An improved underwriting engine that streamlines the questions asked during the underwriting stage.
  • A new sharing functionality that allows advisers to access quotes and applications from different computers, and share quotes and client information with other users in their business.
  • The ability to quote and submit an increase to an existing policy through OneCare Express.
  • Enhanced navigation function that addresses adviser feedback and allows easier navigation between clients during the application process.
  • Flexible completion methods:
    - Scan and attach. Allows a paper Personal Statement to be scanned and attached to a product quote for electronic submissions.
    - Medical requirements. Gives the option to request for OnePath to schedule medical requirements for clients’ applications.

Illustrator and OneCare Express now offer the 'best of both worlds' - providing the sharing and accessibility benefits of an online solution, while retaining the speed and reliable processing that comes from working offline. Plus, with our new sharing functionality, you can now share quotes and client information with other users in your business.

Like to know more

To find out more about our recent OneCare enhancements contact your ANZ Wealth Business Development Manager, Sales Implementation Consultant or call Risk Adviser Services on 1800 222 066.

 

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Software training

Training is an important part of adopting new technology. If you (or your staff) would like training with Illustrator or OneCare Express, please email AdviserTraining@onepath.com.au.

If you have any questions, please contact Risk Adviser Services on 1800 222 066 (8am to 6pm, Sydney time).