AIA and Iress intergrate Xplan quoting system
AIA New Zealand, in partnership with the global financial technology provider, Iress, are integrating Xplan's and AIA’s quoting system offering greater efficiencies for advisers.
Thursday, September 30th 2021, 12:09PM
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.”
The platform integrates AIA’s quoting engine calculation, Quote Builder, and eApp together for smoother processing.
“Advisers can enter data directly into Xplan with their client present," Tremethick says.
It means recommended premiums can now be validated on the spot and an instant quote returned in a PDF which can be presented as part of the adviser's immediate recommendation to the customer.
Advisers can now access Quote Builder with client data pre-populated and recommended insurance details are automatically transferred via Risk Researcher saving advisers time by eliminating the duplication of customer information.
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