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ANZ conjures up real-time pre-assessment tool

ANZ Wealth has introduced a tool designed to take up to two days off pre-assessment times, by identifying loadings and exclusions for pre-existing medical conditions in real time.

Head of Life Insurance Gerard Kerr says the OneCare Pre-Assessment Wizard is different to other pre-assessment tools because advisers need only ask their clients a few medical questions to receive an immediate indicative assessment.

“The tool’s real-time functionality sets it apart from other pre-assessment tools in the market, which are often just online forms that still require an underwriting team to manually process.”

Where information is unavailable, the wizard will use a best-case scenario to provide an indicative result.

“Advisers who have trialled the tool said its ability to provide an immediate underwriting decision was having a real impact on client satisfaction and conversation rates,” Mr Kerr said.

The OneCare Pre-Assessment Wizard can be downloaded from OneView Life and used on PCs with Microsoft Outlook.

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