SmartApp to replace paperwork
Life insurance research and software business PlanTech has launched a software package which it says will replace paper-based systems used to process proposals and applications for life offices.
SmartApp, as the new system is named, aims to streamline the process of advisers sending applications through to life offices.
It is designed to be used alongside PlanTech's ProPlanner software with the full range of life insurance products, including term life, income protection and trauma products.
Recommended for you
ASIC has permanently banned a former Perth adviser after he made “materially misleading” statements to induce investors.
The Financial Services and Credit Panel has made a written order to a relevant provider after it gave advice regarding non-concessional contributions.
With wealth management M&A appetite only growing stronger, Business Health has outlined the major considerations for buyers and sellers to prevent unintended misalignment between the parties.
Industry body SIAA has said the falling number of financial advisers in Australia is a key issue impacting the attractiveness and investor participation of both public and private markets.
