Gerard Kerr
ANZ Wealth has announced a suite of enhancements to its online adviser portal OneView Life, providing advisers with centralised, mobile access to client and policy information.
Gerard Kerr, Head of Life Insurance at ANZ Wealth said: “The portal’s new dashboard, weekly customisable reports and mobile compatibility equip advisers with immediate access to client information and correspondence, in one centralised location.
“Advisers will also be able to lodge policy update requests such as updating contact information or declining a CPI increase without the need of a client signature.
“These enhancements respond to adviser feedback that efficiency, self-service and mobile capability are critically important for their business. I’m confident these updates will support advisers to realise greater business efficiencies and will also further position OneView Life as an industry-leading tool among advisers and their support staff.
ANZ Wealth will offer OneView Life training sessions for advisers in the coming weeks.
