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.
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