AIA Australia makes improvements to its online quoting tool
With financial advisers demanding better functionality and faster processing from their software solutions, AIA Australia has added new features to its online quoting and application tool eAPP Express.
The application - which allows advisers to lodge life insurance and applications electronically - is now available to use across a variety of platforms including tablets, laptops and notebooks.
AIA head of retail Pina Sciarrone said the enhancements were made in response to advisers' demands for greater flexibility in how they work.
Other improvements include an expanded industry and occupation database which now includes the mining industry, multi-policy creation capability, improvements to security for credit card payments and applications that require no signatures, cutting down on paper work and the time it takes to submit a policy quote.
Recommended for you
The FSCP has announced its latest verdict, suspending an adviser’s registration for failing to comply with his obligations when providing advice to three clients.
Having sold Madison to Infocus earlier this year, Clime has now set up a new financial advice licensee with eight advisers.
With licensees such as Insignia looking to AI for advice efficiencies, they are being urged to write clear AI policies as soon as possible to prevent a “Wild West” of providers being used by their practices.
Iress has revealed the number of clients per adviser that top advice firms serve, as well as how many client meetings they conduct each week.
