Loading ...Our latest poll result finds that while a majority of advisers indicate their advice practice will welcome the day when every stage of the life insurance advice process becomes paperless, a significant proportion are not so keen on the thought.
As we go to press while 60% of advisers agree they will welcome every state of the advice process becoming paperless, more than a quarter (26%) disagree with the premise and another 15% are not so sure.
Our latest poll question followed our report on Partners Life announcing a shift to a paperless new business experience and making updates to its My Underwriting Manager (see: Partners Life Shifting to Paperless New Business).
One adviser had 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.
And going by these results, it seems not everyone is keen to get rid of paper and pen. Our poll remains open for another week and we welcome your feedback…