OnePath enhances client management portal

The firm also announces a 10% discount for new life cover and any linked TPD and/or trauma covers

OnePath enhances client management portal

Insurance News

By Mina Martin

OnePath has further upgraded its comprehensive client management portal, OneView Life, to ensure that OneCare and its business solutions meet the needs of clients.

The portal now allows financial advisers to quote increases online to existing client’s OneCare cover, giving them greater flexibility when responding to a client’s change in circumstances and needs. It also complements OnePath’s existing capability to quote online cover reductions.

OnePath said it has consistently evolved its value proposition to meet the needs of financial advisers and their clients.

“We are continuing to invest in our people, products, and technology to create simpler, faster, clearer, and sustainable solutions for advisers and their clients,” said Gerard Kerr, OnePath’s head of propositions. “This investment is generating a long-term program of initiatives with the release over the coming months of new tools for advisers and their clients.”

The specialist life insurer also announced a 10% premium kickstart discount for new OneCare and OneCare Super lump sum policies in the first year (then reduces by 2.5% each year). This discount applies to life cover and any linked TPD and/or trauma covers with stepped premiums.

“OnePath wants to demonstrate to financial advisers our commitment to their needs and those of their clients,” Kerr said. “We are excited about our future with Zurich and the dual-brand approach giving advisers even more choice and control when meeting their client’s needs.”

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