TAL opens online adviser hub
TAL has launched its digital Adviser Centre to help advisers manage clients’ policies.
Advisers can generate quotes, submit applications and provide real-time updates on their customers’ applications and underwriting status.
A dashboard tool will allow advisers to track business metrics, events and client interactions, and they can also access the Risk Academy education portal.
TAL GM Retail Distribution Niall McConville says the technology will drive business growth and better customer outcomes thanks to faster, easier online processes.
“Advisers want to spend less time dealing with administrative processes and more time giving their customers personalised, quality advice,” he said.