You can't buy time, but you can save it 

Streamline your advice process with quick insurance quotes, and indicative underwriting decisions, all in one place. That means less paperwork and more time with your clients.

 

 Write new business fast

Access all the tools you need to produce quotes, do pre-assessments and upload supporting documents.

  • Instant 24/7 access.
  • Get up-to-date information on your clients’ policies.
  • Quote and apply for alterations online.

 Customise for your business

  • Get instant feedback on pre-assessments via the digital underwriting platform.
  • Set up your own quote templates.
  • Alter your clients’ policies seamlessly.

 Focus on what matters

  • We take care of the technology so you can focus on your clients.
  • Regular new tools and updates.
  • Streamline your business processes and reporting.
  • Strengthen your record-keeping compliance.

 

What you can do in the Adviser Portal

 

 

Eliminate the bottlenecks – get fast, integrated pre-assessments

Our digital underwriting platform has an in-built pre-assessment tool that can provide both indicative and actual outcomes.

The pre-assessment integrates directly into the full application process, so you don't need to supply the information twice. That means less rework, more accurate data, and better results.

It also means more transparency and consistency of outcomes for your clients.

Benefits: 

  • Give customers an indicative underwriting decision in as little as five minutes.
  • Instant answers to your underwriting questions.
  • Get decisions on occupation, health, travel, and sports.
  • Integrates into your application, no need to re-enter information.
  • No need to note down assessment numbers or attach emails to applications.

 

What advisers are saying

 ‘’I have been extremely impressed with the usability and efficiency that the Adviser Portal provides. In a recent meeting, the system showed how great it was. The client wanted multiple quotes regarding reduction of amount, change of benefit and increased waiting period. We were able to produce 10 different quotes in the meeting that gave the client immediate understanding of price changes and what to expect.’’

Will Clark | Associate Financial Planner, Income Solutions

 

Need help? We’re here to support you

We’ll support you every step of the way to make the most of our Adviser Portal and bring more efficiencies to your business.

Our Adviser Support Team is here to assist with any queries.

Email adviser.servicing@mlcinsurance.com.au or call us on 13 65 22, 8.30am – 6pm (AEST/AEDT) Monday to Friday.

 

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