Sunday, October 2, 2022
HomeFinancial PlanningAegon launches safety dashboard for advisers

Aegon launches safety dashboard for advisers

Aegon UK has launched a brand new dashboard for monetary advisers which is able to allow them so as to add all safety functions onto one on-line platform.

The corporate says the brand new dashboard will allow advisers to finish and submit functions totally on-line.

They’ll additionally observe functions in real-time and supply a coverage begin date on the dashboard.

The dashboard can be used as a spot for advisers to obtain servicing paperwork electronically.


Advisers will be capable to see the standing of every shopper software, together with any excellent actions, and the documentation associated to every software.

Aegon says the mixing of the brand new coverage begin date characteristic implies that as soon as the phrases of an software have been accepted advisers will be capable to present a begin date on-line, a course of beforehand accomplished through a telephone name.

The agency says the launch is a part of wider funding in Aegon UK’s safety enterprise, together with enhancements to medical and profit limits and the extension of its speedy cowl facility.

Helen Morris, head of underwriting & claims at Aegon, mentioned: “We’re dedicated to creating it simpler for advisers to work with us and proceed to spend money on enhancements to assist shield extra households and companies with their safety wants.”



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