OnePath’s efficiency revolution continues to deliver time-saving tools for you and your business, powering you to be more productive and more available for your clients.
Real time pre-assessments
Winner of the Canstar Innovation Excellence Award for 2018, OnePath’s Pre-Assessment Wizard is a market-first tool that allows you to receive on-the-spot, real-time indicative assessments on loadings and exclusions.
All your client needs to do is answer a few medical questions, and you can have a conversation about their indicative assessment straight away – helping you better manage expectations and get their cover in place sooner.
Flexible Personal Statement options
You can offer your client four ways to complete their Personal Statement:
- OneCare Express – an intuitive, quick and easy online process.
- Tele-interview – clients complete over the phone with consultant support.
Plus, the booking feature lets you create, reschedule and see all your bookings in one place.
- Personal URL – clients receive a personalised link and can complete it online at a time that suits them. OnePath is proud to be the only insurer to offer your clients this option.
- Scan and attach – submit completed paper Personal Statements with an electronic application.
Quickly manage client insights and information
OnePath has revolutionised OneView Life, your all-round customer management platform, to provide even more insights – including more policy information, monitoring of claim’s status, client correspondence and direct access to UHG medical information.
Better still, you can register to receive regular email alerts to help you keep track of new applications, and identify clients who are at risk of lapsing or cancelling their cover.
Data feeds into and out of XPLAN
First, OnePath introduced data feeds from XPLAN to Illustrator, eliminating the need to re-enter client and policy details when requesting a quote for OneCare.
Then they made your life even easier by introducing data feeds from OnePath Life into XPLAN, addressing your feedback and allowing you to more easily see a client’s insurance holdings on XPLAN.
These are just some of your PATHWAYS TO BETTER EFFICIENCY.
To learn more, contact your ANZ Wealth Business Development Manager, or click here.
The issuer of this communication is Australia and New Zealand Banking Group Limited ABN 11 005 357 522 (ANZ). The information is current as at July 2018 but may be subject to change. Updated information will be available by contacting your ANZ Wealth Business Development Manager. It is for the use of advisers only and may not be reproduced without the prior written permission of ANZ.
OneCare Super is issued by OnePath Custodians Pty Limited (ABN 12 008 508 496, RSE L0000673, AFSL 238346) (“OPC”). OneCare and OneCare External Master Trust are issued by OnePath Life Limited (ABN 33 009 657 176) (“OPL”).
OPC and OPL are wholly owned subsidiaries of ANZ. ANZ is an authorised deposit taking institution (Bank) under the Banking Act 1959. Neither OPC nor OPL are a Bank. Except as set out in the relevant PDS, these products are not a deposit or other liability of ANZ or its related group of companies. Neither ANZ nor any member of the ANZ Group stands behind or guarantees OPC or OPL or the capital or performance of these products..Potential insureds should read the relevant PDS available by calling 133 667 or an ANZ Wealth Business Development Manager, before deciding whether to acquire, or to continue to hold, the product. This information is of a general nature and has been prepared without taking account of your client’s objectives, financial situation or needs. Your client should consider the appropriateness of the advice, having regard to their objectives, financial situation and needs.
Read our Financial Services Guide for information about our services, including the fees and benefits that related companies and their representatives may receive in relation to products and services provided to you. Call us on 133 667 for a copy of our Financial Services Guide.
OnePath’s Pre-Assessment Wizard was recognised with the 2018 Canstar Innovation Excellence award. For more information see canstar.com.au
