OneView portal goes mobile
ANZ Wealth’s online adviser portal, OneView Life, now offers mobile access to obtain client and policy information.
Head of Life Insurance Gerard Kerr says the new dashboard provides weekly customised reports and give advisers immediate access to client information and correspondence.
“Advisers [can also] lodge policy update requests such as updating contact information or declining a consumer price index increase without the need of a client signature,” he said.
“These enhancements respond to adviser feedback that efficiency, self-service and mobile capability are critically important for their business.”
ANZ Wealth will offer OneView Life training sessions for advisers in coming weeks.