Aegon UK has launched a new adviser dashboard bringing together all protection applications onto one online platform.
The dashboard enables advisers to complete and submit applications online, track these in real-time and provide a policy start date from a single dashboard. The dashboard also acts as a secure place for advisers to receive servicing documents electronically.
Advisers can see the status of each client application including any outstanding actions and the documentation related to each application. Its 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. This process was previously completed via a phone call.
Aegon said this launch forms part of a wider investment in its UK protection business which has recently announced updates to medical and benefit limits alongside the extension of its immediate cover facility.
Helen Morris, head of underwriting & claims at Aegon, said: “The launch of the new adviser dashboard marks another significant milestone in the development of Aegon’s protection business and the digitisation of our processes.
“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.
“The dashboard brings together all our services in one place online and should help advisers get their clients’ protection in place easier and quicker.”
