Tools

Get real-time pre-assessments in minutes 

Winner of the Canstar Innovation Excellence Award for 2018, our Pre-Assessment Tool is a market-first tool that allows you to receive on-the-spot, real-time indicative assessments on loadings and exclusions, in as little as five minutes. This gives you valuable insights into our likely underwriting decision so you can better manage client expectations.

Even if some of the information is unavailable, the tool can assume a best-case scenario and provide a result.

Quotes and applications

Share quotes and client information.

With our sharing functionality, you can share quotes and client information with other users in your business. You can also retrieve completed quotes from IRESS’s XPLAN with pre-populated client details in Illustrator.

Capture relevant information by asking the right questions

We’ve worked in collaboration with the University of Technology Sydney Advanced Analytics Institute to re-engineer the underwriting process.

In doing so, we’ve developed an intuitive underwriting engine– one that does the heavy lifting by asking your client’s personal medical history using everyday language.

Flexible ways to apply

You can offer your clients four flexible ways to complete their Personal Statement:

1. OneCare Express - an intuitive, quick and easy online process.

2. Tele-interview - clients complete it over the phone with a tele-interview consultant. Plus, the online ‘Tele-Interview Booking’ feature available on OneView Life provides you with the ability to create, reschedule and see all your scheduled bookings in the one place.

3. Personal URL - clients receive a personalised link and can complete the form online at a time that suits them. We’re proud to be the only insurer to offer your clients this option.

4. Scan & attach - scan and attach a completed paper Personal Statement and submit with an electronic application.

Client management

OneView Life is your comprehensive client management portal.

Deeper insights for proactive advice opportunities

Client management at your fingertips

• 24/7 access to client and policy info, anywhere on any device
• Securely update client information
• Track insurance applications status, including UHG status
• Lodge claims for your client and monitor progress throughout

Some of the new powerful features:

• Run 10-year premium projections on alteration quotes for OneCare and OneCare Super policies.
• Quote for changes to OneCare cover – increasing or reducing client’s amount insured and/or removing benefit(s) within their cover as the client’s needs or lifestyle changes
• Track paper or email requests which have been sent through by your clients
• Choose email or letter correspondence for your clients, including SMS notifications for Welcome and Renewal packs