Aegon has launched a new online protection dashboard for advisers.
This platform brings together all of Aegon’s protection applications, allowing advisers to complete and submit applications online, track these in real-time and provide a policy start date. 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.
Aegon said this was part of its plans to investment more in its protection business, which has also seen it recently announce improvements to medical and benefit limits alongside the extension of its immediate cover facility.
Aegon adds that it remains committed to enhancing digital journeys across all aspects of its the business.
Aegon head of underwriting and claims Helen Morris says: “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.”
