OnePath launches life application tracking system
OnePath has launched a new online application tracking system for OneCare life insurance, which would allow advisers to view information about the status of all applications.
Other features of OneCare’s application tracking system include the ability to export reports, to communicate electronically with underwriting staff and to electronically attach outstanding requirements.
OnePath’s head of product marketing and reinsurance, Gerard Kerr, said the new enhancements would increase the transparency of the underwriting process.
He added the application tracking had been developed in response to OnePath’s adviser and support staff feedback.
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.
