Insurer tech improvements to boost adviser efficiency

A major life insurer has made improvements to its technology stack to power faster applications for advisers and better visibility of client information.

In a statement, Zurich-owned insurance group OnePath said it had refined its new business and customer management process by connecting the technology systems powering its OneCare products, meaning advisers could now expect easier processing of client applications.

Under the new system advisers would be able to pre-assess, quote and apply for insurance online from one central access point while also having access to their clients’ portfolios.

OnePath head of propositions and group life Gerard Kerr said the improvements lined up with demand from advisers to partner with insurers that were easy to do business with and allowed them to improve efficiency.

“Over the past few years, OnePath has invested in developing market-leading and award-winning technology to simplify insurance and save advisers and their clients time,” Mr Kerr said. 

“Linking these technologies is the next step in OnePath’s work to deliver advisers and customers a more valuable customer experience.”

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Mr Kerr said the group hoped the new system would be more intuitive for advisers from end to end.

“By connecting these capabilities, OnePath is providing advisers and their customers with an insurance solution that is in not only in sync but is speaking the same language and working for them from start to finish,” he said.

Insurer tech improvements to boost adviser efficiency
Gerard Kerr
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