|        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo close ad  |        About Good Returns  |  Advertise  |  Contact Us  |  Terms & Conditions  |  RSS Feeds

NZ's Financial Adviser News Centre

GR Logo
Last Article Uploaded: Wednesday, October 20th, 6:13PM


Latest Headlines

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.

Tags: AIA innovation insurance Insurance Advisers Xplan

« Health insurer offers free counselling sessionsRBNZ holds back Solvency Standards »

Special Offers

Comments from our readers

No comments yet

Sign In to add your comment



Printable version  


Email to a friend
Insurance Briefs

Asteron launches promo to support local business
Asteron Life has launched a promotion to thank its new customers for signing up by giving them some money to put back into their local economies.

New Southern Cross CLT hospital finished by Christmas
A new independent hospital for the South Island's Central Lakes region is on track to be finished before the end of this year and be operational by the end of January.

Tower enlists AI partner to bust claims fraud
Tower has partnered with Dutch AI-based solution FRISS to automate and accelerate its claims process and help detect genuine and suspicious claims in real-time.

RBNZ holds back Solvency Standards
The Reserve Bank of New Zealand has postponed the implementation date of the interim Solvency Standard for insurers by a year.

News Bites
Latest Comments
Subscribe Now

Mortgage Rates Newsletter

Daily Weekly

Previous News
Most Commented On
About Us  |  Advertise  |  Contact Us  |  Terms & Conditions  |  Privacy Policy  |  RSS Feeds  |  Letters  |  Archive  |  Toolbox  |  Disclaimer
Site by Web Developer and