This week marks some significant milestones for our newly launched quoting, application and client management system, ‘The Adviser Portal’ that we expect to begin driving significant efficiency gains amongst life insurance advisers.
Our partners now have the choice of unique product and underwriting solutions and a combined view of submitted quotes, applications and inforce policies, all within one smart and intuitive system. Our design process incorporates adviser feedback gained through an extensive research process, to bring together two of the industries most used technology platforms.
Our service and operations teams have been working tirelessly over the past few weeks to resolve some minor and expected issues – these relating to;
- Historical OnePath Life documents are now available to view within the portal
- Welcome Packs and Policy Schedules submitted after 11 April will now appear in the dashboards
- Minor issues around some Application data not appearing as designed has been resolved.
Your feedback has allowed us to understand the impacts more widely and prioritise the issues we fix and focus on. We appreciate your patience as we work through the remaining issues, and we are committed to resolving these as soon as possible – whilst we continue to make modifications to improve the advice experience from initial major transition.
Should you experience any issues here are some quick tips to help resolve;