OnePath to upgrade its OneView Life portal

OnePath upgrade Gerard Kerr TPD

15 August 2019
| By Chris Dastoor |
image
image
expand image

The now Zurich-owned OnePath has announced upgrades to its client management portal OneView Life, as part of its ongoing commitment to its development.

The upgrades included the ability for financial advisers to quote increases online to existing client’s OneCare cover, giving flexibility for changes in client’s circumstances. This complimented OnePath’s existing capability to quote online cover reductions.

Gerard Kerr, OnePath’s head of propositions and group life, said they were investing further in its adviser partnerships to make sure it was easy to do business at every step of the advice proposition.

“To do this, we are continuing to invest in our people, products and technology to create simpler, faster, clearer and sustainable solutions for advisers and their clients,” Kerr said.

“This investment is generating a long-term program of initiatives with the release over the coming months of new tools for advisers and their clients.”

Further initiatives were planned to give clients greater clarity and confidence with their cover, to reinforce the benefits of insurance and reward them for choosing OnePath Life.

A 10 per cent premium ‘kickstart discount’, which was then reduced 2.5 per cent each year, for new OneCare and OneCare Super Lump Sum policies in the first year were now available.

That discount would apply to life cover, any linked total and permanent disability (TPD), and/or trauma covers with stepped premiums.

Read more about:

AUTHOR

Recommended for you

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

3 weeks 4 days ago

This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...

1 month ago

Interesting. Would be good to know the details of the StrategyOne deal....

1 month ago

Insignia Financial has confirmed it is considering a preliminary non-binding proposal received from a US private equity giant to acquire the firm. ...

1 week 2 days ago

Six of the seven listed financial advice licensees have reported positive share price growth in 2024, with AMP and Insignia successfully reversing earlier losses. ...

5 days 1 hour ago

Specialist wealth platform provider Mason Stevens has become the latest target of an acquisition as it enters a binding agreement with a leading Sydney-based private equi...

4 days 5 hours ago