Diversified financial services firm ClearView has announced a series of changes to its life insurance platform aimed at improving advisers’ efficiency.
The changes come as part of the company’s adviser engagement strategy, ClearView said in a statement, and include a new front end as well as streamlining application processes and offering ‘tele-interviewing’ and ‘tele-underwriting’.
“We are committed to continuously improving our products and services, and supporting financial advisers to adapt and grow their businesses under LIF,” ClearView general manager of distribution Christopher Blaxland-Walker said.
“We are committed to continuously improving our products and services, and supporting financial advisers to adapt and grow their businesses under LIF.”
According to Mr Blaxland-Walker, the updates recognise that client/adviser interactions are constantly evolving, adding that the company intends to continue investing in its systems beyond the “facelift” given to the life insurance platform.
Advocacy group Super Consumers Australia has backed ASIC’s action against Equity Trustees, calling for super fund ...
After previously banning four of its advisers, ASIC has continued its enforcement spree on MWL Financial Services for ...
As the financial advice profession still attempts to claw back ground lost in the wake of the royal commission, costs ...
Never miss the stories that impact the industry.
Get the latest news! Subscribe to the ifa bulletin