Macquarie Life moves into tele-interviewing
Macquarie Life has launched a tele-interviewing service, Macquarie LifeConnect, which the company says will increase the efficiency of the insurance application process for financial advices and insurance brokers.
The new service will use a team of tele-interviewers, which includes qualified nurses.
According to Macquarie Life head Justin Delaney advisers are coming under increasing pressure to work more efficiently, especially when it comes to completing insurance applications, “which have a reputation of being a long and administration heavy process”.
“Through the introduction of Macquarie LifeConnect, we are helping advisers streamline the insurance application service by reducing the time spent on administration and client follow up, and increasing the amount of time advisers can spend doing what they do best, which is advising clients,” Delaney said.
Macquarie has also enhanced its online underwriting capability, adding more detailed and interactive questioning for some of the medical disclosures than was previously available.
Delaney added Macquarie LifeConnect automatically integrates the information into the Macquarie Life Online adviser dashboard.
Recommended for you
Multiple industry organisations have shared their thoughts on AFCA’s proposed rules amendment, supporting the idea of firms being named publicly when they fail to comply with determinations.
Channel Capital has appointed a head of investment oversight who joins from 14 years at asset consulting firm JANA Investment Advisers.
Licensee Centrepoint Alliance has completed the acquisition of Brighter Super’s annual review service advice book, via Financial Advice Matters.
ASIC has launched court proceedings against the responsible entity of three managed investment schemes with around 600 retail investors.
