The Adviser Portal

The Adviser Portal gives you ultimate efficiency when dealing with an insurer. Intelligent functionality and design provide an excellent user experience, making it an intuitive and productive adviser quoting platform, client management and online servicing platform.

The Adviser Portal is our commitment to put your needs as a modern advice practice front and centre, streamlining the way you do business.

Quote and Apply with Illustrator

OnePath’s quote and application technology - OnePath Illustrator – seamlessly integrates with our award-winning Pre-assessment tool and underwriting engine OneCare Express.

This end–to-end solution is best accessed through The Adviser Portal, and available anytime and anywhere creating an all-in-one seamless experience that can be accessed quickly and easily. Everything can be accessed online with a single sign-on and can be easily personalised to suit your preferences and maximise productivity.

Seamless experience saving you time with every client

  • Quote, pre-assess and apply online from the same location
  • Smart navigation allows you to complete applications in any order
  • Automatic premium updates where a loading applies after pre-assessment

Award-winning, time saving innovation

  • Get indicative assessments on loadings and exclusions, in less than 5 minutes
  • Questions are phrased in everyday language. No medical jargon with on the spot acceptance for some medical conditions
  • See Pre-assessment outcomes and manage client expectations upfront and on the spot, and save time as some answers from the pre-assessment are available in the Personal Statement.

Underwriting faster, smarter and easier

  • Improve disclosure by searching a wide range of common medical conditions and completing the Personal Statement using everyday language
  • Uses Artificial Intelligence developed in collaboration with University of Technology Sydney's Advanced Analytics Institute, to streamline the Personal Statement
  • Offer your clients flexible ways to complete the electronic Personal Statement, such as online, or tele-interviews