The changes are intended to help advisers become more efficient, ClearView said in a statement, and were undertaken as part of the company’s adviser engagement program.
“We are committed to continuously improving our products and services, and supporting financial advisers to adapt and grow their businesses under LIF,” said ClearView general manager of distribution Christopher Blaxland-Walker.
“We are committed to continuously improving our products and services, and supporting financial advisers to adapt and grow their businesses under LIF.”
Mr Blaxland-Walker said the inclusion of tele-interviewing capabilities will allow advisers to “effectively outsource the creation and approval of clients’ personal statements”, which he added was “a critical but often time-consuming” portion of the application process.
“Many advisers have already integrated Tele-Interview into their advice processes because it releases them to spend more time providing strategic advice and less time on paperwork and administration,” he said.
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, Mr Blaxland-Walker said.
