"The dashboard brings together all our services in one place online and should help advisers get their clients’ protection in place easier and quicker."
The new dashboard will enable advisers to complete and submit applications online, track these in real-time and provide a policy start date, all from the one dashboard. The dashboard will also be a secure place for advisers to receive servicing documents electronically.
Advisers will now be able to see the status of each client application including any outstanding actions and the documentation related to each application. Integrating 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.
Helen Morris, head of underwriting and claims at Aegon, commented: “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.”
