The TAL Adviser Centre is the digital platform that TAL’s adviser partners use to create quotes, submit applications and manage their customers’ insurance policies.
TAL general manager, retail distribution, Niall McConville, said the new TAL Adviser Centre was designed in collaboration with advisers to create practical solutions that enhance TAL’s operational support for advisers and their customers.
“Insights from advisers and their customers highlighted a universal truth: that advisers want to spend less time dealing with administrative processes and more time giving their customers personalised, quality advice,” he said.
“We also know that there is no ‘one size fits all’ for the way advisers operate their businesses, so we focused on building flexibility into the TAL Adviser Centre to suit different adviser approaches.
“The new TAL Adviser Centre gives advisers more flexibility and efficiency by providing real-time updates on their customers’ applications and underwriting status; a new reporting dashboard to track business metrics, events and client interactions; and multiple customer quoting capability. Advisers will also be able to access the TAL Risk Academy education portal and order key forms and documents for their customers.
“The new TAL Adviser Centre represents a significant digital investment that TAL has made to bring industry-leading technology to our adviser partners, which facilitates business growth and better customer outcomes through faster, easier online processes.”
Existing advisers can log in to the new TAL Adviser Centre with their current credentials. All existing adviser records and login details have been automatically transitioned to the new TAL Adviser Centre from the previous platform.
Would be great if the quoting software worked properly. Why not test it before giving it to advisers who get frustrated and wasting time on something that has still got bugs in it. You ring up and they say we are working on it. If it doesn’t work don’t put it up
Would have been good if TAL hadn’t compromised the Life Insurance space by venturing into the direct market and then having to address the “outbound sales” issues, which is simply another name for random and unauthorised cold calling.
I trust those companies who have been involved now truly value the advised business and don’t try to compete in the name of profit.