October 23, 2018
TAL has relaunched its online Adviser Centre (TAC) which will provide advisers with the capability to submit multiple customer quotes and receive real-time updates on applications and underwriting process.
The new digital platform will also include a reporting dashboard to allow advisers to track their business metrics, events and client interactions as well as providing access to the TAL Risk Academy for advisers.
Advisers who currently have access to the existing TAC will be able to log-in to the revamped version using their current credentials and all existing adviser records have been automatically transitioned to the new platform from its predecessor.
There will, however, be a limited time to close off existing quotes and incomplete applications with supporting documents available on TAL’s website indicating advisers will have until 14 January 2019 to do so through the older version of the TAC.
TAL General Manager Retail Distribution, Niall McConville said the new TAC was designed with input from advisers which found they wanted to reduce the time spent on administrative processes and increase the time spent on providing personalised, quality advice.
“We also know that there is no ‘one size fits all’ for the way advisers operate their businesses, so we focused on building flexibility into the TAL Adviser Centre to suit different adviser approaches,” McConville said.
“The new TAL Adviser Centre represents a significant digital investment that TAL has made to bring industry-leading technology to our adviser partners, which facilitates business growth and better customer outcomes through faster, easier online processes,” he added.