Gerard Kerr
OnePath has refined its new business and customer management process, connecting its leading edge technology innovations that power OneCare to unlock further efficiencies and speed.
By linking the innovations, OnePath has made insurance simpler and more streamlined, saving time and creating a seamless end-to-end experience for both advisers and their clients.
Using Illustrator as the central gateway, advisers can pre-assess, quote and apply online for insurance from one central access point while also having access to all their clients’ portfolios.
OnePath’s Head of Propositions and Group Life, Gerard Kerr says advisers are looking for an insurance solution that saves time and to partner with insurance providers that are easy to do business with.
“Over the past few years, OnePath has invested in developing market-leading and award-winning technology to simplify insurance and save advisers and their clients time. Linking these technologies is the next step in OnePath’s work to deliver advisers and customers a more valuable customer experience.”
The technology solutions which power OneCare include:
Illustrator – Advisers use Illustrator as their central gateway to a seamless insurance experience, to pre-assess, quote and apply for insurance online as well as access clients’ portfolio information, providing a consistent experience across all devices.
OneCare Express – Developed in partnership with the University of Technology Sydney’s Advanced Analytics Institute, this award-winning underwriting engine completes applications up to 30% faster. Using everyday language to ask medical questions, the engine makes completing Personal Statements more flexible and more conversational.
Advisers can also get immediate acceptance for some medical conditions and get clients covered faster. Further, integration with Illustrator saves time as some answers from the pre-assessment are available in the Personal Statement.
OneView Life – Advisers can manage clients’ policies and information in one place, making changes to clients’ insurance as their needs change. This includes quoting for cover increases and decreases, 10-year projections and declining CPI increases. Advisers can access portfolio analytics for proactive client management.
“OneCare has a raft of innovative technologies which support it as a leading life insurance product,” said Kerr. “By connecting these capabilities, OnePath is providing advisers and their customers with an insurance solution that is in not only in sync but is speaking the same language and working for them from start to finish.”
