Aegon UK has launched a new dashboard for financial advisers which will enable them to add all protection applications onto one online platform.
The company says the new dashboard will enable advisers to complete and submit applications fully online.
They can also track applications in real-time and provide a policy start date on the dashboard.
The dashboard can also be used as a place for advisers to receive servicing documents electronically.
Advisers will be able to see the status of each client application, including any outstanding actions, and the documentation related to each application.
Aegon says the integration of the new policy start date feature means that once the terms of an application have been accepted advisers will be able to provide a start date online, a process previously completed via a phone call.
The firm says the launch is part of wider investment in Aegon UK’s protection business, including improvements to medical and benefit limits and the extension of its immediate cover facility.
Helen Morris, head of underwriting & claims at Aegon, said: “We’re committed to making it easier for advisers to work with us and continue to invest in improvements to help protect more families and businesses with their protection needs.”
Promote your vacancy to thousands of professionals on Financial Planning Jobs
Our specialist jobs service Financial Planning Jobs can help you reach nearly 12,000 financial professionals. You can set up an Employer Profile and post your job the same day on Financial Planning Jobs (terms apply). Dozens of Financial Planning and Paraplanning firms have used our affordable service to recruit new talent.