Loading ...Are you a pen-and-paper lover, or someone who would welcome the day when every stage of the life insurance advice process becomes paperless?
Our latest poll question follows our report on Partners Life announcing it’s shifting to a paperless new business experience and is making updates to its My Underwriting Manager.
The insurer says its changes are based on adviser feedback and are designed to help advisers save time and reduce paperwork (see: Partners Life Shifting to Paperless New Business).
In light of this, we are keen to canvas how advisers are embracing wider industry changes that might make the life insurance advice process increasingly paperless and perhaps in time totally so.
One adviser told us that in general there can still be a lot of paper for the whole advice process, but that it varies from company to company, and with the type of client updates advisers want to make.
So, would you welcome the day when every stage of the life insurance advice process becomes paperless? Or are you a pen-and-paper lover, with an affinity for hard copies of documents that you can easily flip through?
We are interested to learn your views and will report back next week…