Gerard Kerr

ANZ Wealth has launched its OneCare Pre-Assessment Wizard, an industry-first initiative that will save advisers time and improve the client experience.

The OneCare Pre-Assessment Wizard eliminates up to 48 hours of waiting time from the pre-assessment process, identifying loadings and exclusions for pre-existing medical conditions in real-time.

Gerard Kerr, Head of Life Insurance at ANZ Wealth said: “The tool’s real-time functionality sets it apart from other pre-assessment tools in the market, which are often just online forms that still require an underwriting team to manually process.

“When using the OneCare Pre-Assessment Wizard, advisers only need to ask their clients a few medical questions to receive an immediate indicative assessment. Even in cases where information is unavailable, the Wizard can still assume a best case scenario to provide an indicative result on-the-spot.

“Advisers who have trialled the tool said its ability to provide an immediate underwriting decision was having a real impact on client satisfaction and conversion rates,” he said.

The OneCare Pre-Assessment Wizard can be downloaded from OneView Life and used on PCs installed with Microsoft Outlook.

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