AIA and Iress intergrate Xplan quoting system
Launched this week, the system integration enables instant quote validation and straight-through processing from Iress’ Risk Researcher tool to AIA’s Quote Builder and eApp.
The new functionality is expected to save advisers significant time in processing and reduce manual workarounds.
AIA NZ’s chief partnership insurance officer Sam Tremethick says one of the main drivers of the investment was to lessen the load for advisers.
"However, it also offers an improved customer experience with better information provided at time of advice and more robust transferring of information between systems.”
Click the button below to subscribe and will have free unlimited access for a limited time to full article and all other articles on the site.
You will also be able to comment on articles on Good Returns.