Wednesday, June 8, 2022
HomeFinancial PlanningAegon launches safety dashboard for advisers

Aegon launches safety dashboard for advisers



Aegon UK has launched a brand new dashboard for monetary advisers which can allow them so as to add all safety purposes onto one on-line platform.

The corporate says the brand new dashboard will allow advisers to finish and submit purposes totally on-line.

They’ll additionally observe purposes in real-time and supply a coverage begin date on the dashboard.

The dashboard may also be used as a spot for advisers to obtain servicing paperwork electronically.

 

Advisers will be capable to see the standing of every consumer utility, together with any excellent actions, and the documentation associated to every utility.

Aegon says the combination of the brand new coverage begin date characteristic signifies that as soon as the phrases of an utility have been accepted advisers will be capable to present a begin date on-line, a course of beforehand accomplished through a cellphone name.

The agency says the launch is a part of wider funding in Aegon UK’s safety enterprise, together with enhancements to medical and profit limits and the extension of its instant cowl facility.

Helen Morris, head of underwriting & claims at Aegon, mentioned: “We’re dedicated to creating it simpler for advisers to work with us and proceed to put money into enhancements to assist shield extra households and companies with their safety wants.”




RELATED ARTICLES

LEAVE A REPLY

Please enter your comment!
Please enter your name here

Most Popular

Recent Comments