OnePath makes ongoing investment to support advisers

From
Gerard Kerr

Gerard Kerr

OnePath has announced further enhancements to its comprehensive client management portal, OneView Life demonstrating its ongoing commitment to partnering with financial advisers and its continued positive momentum.

The enhancements include the ability for financial advisers to now quote increases online to existing client’s OneCare cover, giving advisers greater flexibility when responding a client’s change in circumstances and needs. It also compliments OnePath’s existing capability to quote online cover reductions, which has been averaging 4,500 unique logins per month for the past 4 months.

OnePath has consistently evolved its value proposition to meet the needs of financial advisers and their clients. This includes the ability for advisers to decline CPI increases without a client signature and to access more portfolio analytics for deeper client insights, via the OneView Life portal.

According to OnePath’s Head of Propositions and Group Life Gerard Kerr, OnePath is investing further in its partnerships with advisers, ensuring that OneCare and its business solutions meets the needs of clients and it is easy to do business with at every step of the advice proposition.

“To do this, we are continuing to invest in our people, products and technology to create simpler, faster, clearer and sustainable solutions for advisers and their clients. This investment is generating a long-term program of initiatives with the release over the coming months of new tools for advisers and their clients.”

OnePath plans further initiatives to provide clients with greater clarity and confidence with their cover and to reinforce the benefits of insurance and reward them for choosing OnePath Life. This includes giving clients access to make basic changes to their cover, such as updating personal details, providing more time for advisers to spend time on what matters most.

Also now available, a 10 per cent premium Kickstart discount for new OneCare and OneCare Super Lump Sum policies in the first year (then reduces by 2.5% each year). This discount applies to life cover and any linked TPD and/or trauma covers with stepped premiums.

“OnePath wants to demonstrate to financial advisers our commitment to their needs and those of their clients. We are excited about our future with Zurich and the dual brand approach giving advisers even more choice and control when meeting their client’s needs.”

You must be logged in to post or view comments.