Zurich Financial Services has released research that indicates the rate of adviser use of online life insurance application services has levelled out.
Category: Technology
Mobile Phones To Boost Insurance Sales
July 28, 2011 – 5:34 pm
Mobile phone applications would make the purchase and renewal of insurance simpler, according to a report by Telstra.
TOWER Enhances Online Application
July 15, 2011 – 2:58 pm
TOWER Australia has announced a range of enhancements to its quoting and electronic application systems.
New Estate Planning Software ‘FoFA-proof’
July 12, 2011 – 1:55 pm
Developers of an online estate planning tool say the software is ‘FoFA-proof’.
OnePath eApp Milestone
June 9, 2011 – 3:25 pm
OnePath’s group risk e-application has reached a benchmark in cleanskin rates, according to the insurer.
XPLAN Update to Accommodate Opt-in Requirements
June 7, 2011 – 9:30 am
Signalling its view that opt-in is a foregone conclusion, financial services technology provider IRESS has announced it will incorporate opt-in functionality in the next round of upgrades to its advice platform, XPLAN.
Synchron Taps in to Technology for Insurance Leads
June 2, 2011 – 3:07 pm
Risk-focussed dealer group, Synchron, has joined forces with online personal insurance portal, MultiCover, to provide qualified leads to its advisers.
New Adviser/Client Interactive Tool
May 25, 2011 – 9:51 am
A New South Wales adviser is launching an interactive application that aims to help advisers enhance the client interview and advice process.
New Technology for Retirees, Business Execs
May 10, 2011 – 4:27 pm
A Melbourne advice practice is set to launch an innovative system to enhance its contact and relationships with its mature-age and executive clients.
Grant Taylor, Managing Director of TFG Financial Solutions, has taken the unusual step of purchasing flat screen computer monitors for a number of his practice’s mature age and executive clients in order to connect with them more easily, utilising Skype technology.
Financial Services Apps the Next Big Thing
May 3, 2011 – 12:00 pm
Specialised smart phone and iPad applications are “the next big thing” in the financial services industry, according to Rice Warner.
