Partners Life is making changes to its underwriting processes, with the company highlighting improvements to its team structure and workflows, together with new tools and resources available in its MyPartnersLife adviser portal.
In an Adviser Update the insurer says it’s focused on making underwriting easier to navigate and easier to work with.
Noting these enhancements have been developed following feedback from advisers, it says these changes are “…designed to reduce the time you spend chasing information, checking details and dealing with rework, so you can spend more time focusing on your clients.”
The update says Partners Life has reshaped its onboarding experience around adviser relationships.
“Teams now mirror our distribution model, and workflow allocation is helping match each case to the right underwriter earlier with end-to-end case ownership.
“It’s also easier to access key underwriting information and new resources we’ve added to MyPartnersLife.”
It says many of these changes are now available through MyPartnersLife, alongside tools and resources designed to make underwriting easier to navigate. Advisers can:
- Find their aligned underwriting team in MyPartnersLife
- Visit the Underwriting Hub before lodging complex cases
- Use the pre-assessment service when early guidance will help
- Use the online application for QFA alterations and increases instead of signed quotes and email requests
- Use the Loading & Exclusion Review forms when reviewing existing terms
- Share what is working well and where Partners Life can keep improving with their Adviser Distribution Manager, underwriter or through the new Decision Trend Feedback Form
The company says it is continuing to make updates using adviser feedback, experience, research and market insights.
“This is part of a bigger shift toward a more connected, consistent and adviser-friendly onboarding experience,” it states.
Click here for full details on the changes.