Category | Services

TAL Announces Regtech Solution for Phone-Based Sales Calls

Life insurer TAL has partnered with Deloitte to deploy a regtech solution which it states is part of its ongoing commitment to ensuring positive consumer outcomes. (more…)

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0 · November 19, 2019 in Company News, Compliance & Regulation, Services, Technology  

OnePath Life Premium Projection Initiative

OnePath Life has established 10-year premium projections on alteration quotes for OneCare and OneCare Super policies. (more…)

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0 · October 29, 2019 in Company News, Services, Technology  

TAL Launches Claims Hub for Customers

TAL has announced the launch of its Claims Hub, a digital platform designed to demystify the claims journey for customers and provide enhanced support to as they progress through the claims process. (more…)

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0 · October 25, 2019 in Claims, Company News, Services, Technology  

MetLife and SuperFriend Pilot Claim Support Program

SuperFriend, a workplace mental health specialist, has been working with life insurance partner, MetLife Australia, to pilot a new program designed to provide enhanced support to customers navigating a claim. (more…)

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0 · October 11, 2019 in Claims, Company News, Services  

OnePath Product, Services Update

Zurich continues to walk the talk of a long-term dual brand strategy as OnePath announces a new premium discount and service enhancements to its market offer. (more…)

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0 · August 9, 2019 in Products, Services  

Financial Planners Embrace Self-Licensing 

More planners are turning to self-licensing, however the dealer group model will continue to play a major role, according to the latest Licensee Satisfaction Report from research firm Investment Trends.   (more…)

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2 · August 5, 2019 in Compliance & Regulation, General, Practice Management, Services, Training  

Xplan to be Simplified For Users

Iress has announced it will release the first of several planned updates aimed at making advice software platform Xplan simpler for users and to give them greater access to its functionality. (more…)

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· August 1, 2019 in Company News, General, Practice Management, Services  

AFA Launches Paraplanner Support Network

The Association of Financial Advisers has announced the launch of a new community of practice for paraplanners, called Pulse. (more…)

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· July 19, 2019 in Associations, Services  

New Adviser Matching Service Initiative

A new online matching service from The Financial Planning Association of Australia aims to help Australians find the certified financial planner best suited to meet their personal money and life needs. (more…)

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· July 19, 2019 in Associations, Services  

Advisers Proactive With FASEA Exam Preparation

Education provider, Kaplan Professional, believes many licensees and their financial advisers are already on the front foot with their FASEA exam preparation, despite calls from the industry to extend the deadline for FASEA’s Financial Adviser Examination. (more…)

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0 · July 8, 2019 in Company News, Services, Training