Category | Technology

Cost of Delivering Life Insurance Advice – Advisers Must Act

A new white paper commissioned by MLC Life Insurance has delivered a detailed and sobering assessment that contrasts the cost of delivering life insurance advice and the remuneration advisers receive. (more…)

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20 · December 12, 2019 in Compliance & Regulation, Remuneration, Technology  
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2020 Industry Outlook – Marriage of Tech and ‘Human Touch’

Finding the right balance between the human touch and digital efficiency is one of the key messages stemming from a newly-released analysis of life insurance industry trends in the Asia-Pacific region. (more…)

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1 · December 10, 2019 in General, Technology  

‘Breaking Paper’ With Future Digital SoA – FPA

Digital Statements of Advice are key to improving the advice experience, says Financial Planning Association of Australia CEO, Dante De Gori, following the release of research findings conducted by its Future of the Statement of Advice Working Group. (more…)

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1 · November 29, 2019 in Associations, Technology  

AdviserLogic Releases Reimagined Digital SoA Production Suite

AdviserLogic has released a reimagined digital SoA production suite which CEO, Daniel Gara, says has “thrown off the shackles of old-fashioned SoA production”, replacing it with a system that is designed for maximum compliance control and ease of use. (more…)

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0 · November 25, 2019 in Compliance & Regulation, Practice Management, Technology  
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OnePath Wins Award for Claims Technology

OnePath has won the Community Innovation Trailblazer Award with its group insurance claims technology, at the annual Salesforce Dreamforce 2019 conference. (more…)

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0 · November 21, 2019 in Claims, Company News, Conferences and Events, Technology  

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  

TAL Launches Mental Wellbeing Program

TAL has announced the launch of an online preventative health program named BEACN, to help people personally navigate their mental wellbeing. (more…)

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0 · October 31, 2019 in Company News, General, 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  
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Lime FS Shuts Down Robo Advice Tools

Sydney-based Australian financial services licensee, Lime FS, has agreed to close down two digital advice tools following concerns raised by ASIC. (more…)

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0 · October 18, 2019 in Company News, Compliance & Regulation, Technology