Aviva has added digital trust management capabilities and death claims notifications for protection advisers through Aviva Connect and its ALPS tracking Service.
Digital Manage Trust
Digital Manage Trust enables advisers to manage changes to existing protection policy trusts through a guided online journey. Building on last year’s Digital Add Trust functionality, advisers can now manage amendments to existing trusts, with legal deeds automatically generated and pre-populated using information entered online.
Advisers can add or remove trustees and beneficiaries, update beneficiary allocation percentages, record trustees or beneficiaries as deceased and instantly download legally required documentation ready for signature.
Available across most ALPS protection products, the journey incorporates built-in validation and intelligent guidance designed to improve accuracy and help advisers complete trust changes correctly first time.
With the removal of manual forms, the new digital process and step-by-step guidance aims to improve information capture, reduce delays and create a smoother overall experience.
Death claims notifications
Aviva has also introduced death claims notifications for protection advisers.
The notification is delivered through advisers’ existing servicing routes, including MyClient, Business Tracking, reporting extracts and tracking emails, giving advisers access to important information through the systems they regularly use.
The new notifications are designed to help advisers respond with greater awareness and sensitivity at what can be a difficult time for their clients and their families. By reducing communication gaps and helping advisers avoid inappropriate contact, the new capability aims to support more informed conversations and strengthens the support advisers can provide throughout the claims process.
Continued commitment
Daren Boys, protection portfolio distribution director at Aviva, said: “These latest enhancements reflect our continued commitment to delivering a more connected and intuitive adviser experience, helping them spend less time on administration and more time supporting their clients.
“The launch of Digital Manage Trust represents another important step in our journey towards end-to-end digital trust management, while our new death claims notification service will provide advisers with valuable information to help them support clients with greater sensitivity and awareness.”