The latest new thinking from TAL for you;
To make it easier and faster for advisers to manage their existing client policies, life insurer TAL has launched Inforce Management – a new digital tool within the TAL Adviser Centre (TAC).
Developed with advisers and their teams, the new feature brings together all inforce policy information into a single intuitive dashboard. For advisers, this means secure, faster and insights-rich management of their inforce policies, giving them time back to focus on their clients.
Early adopters of Inforce Management are already saving up to 30 minutes a day on common inforce tasks such as managing overdue policies and identifying policies at risk of lapsing.
Aaron Newman, TAL General Manager – Individual Life Product, Individual Life, said: “We know advisers want to spend more time with clients, and less time chasing paperwork.”
“Inforce Management was co-created with advisers and their teams. Their insight helped identify the friction points, allowing us to deliver intuitive solutions that support how advice practices operate.”
David Arthur, TAL General Manager, Individual Life Technology & Delivery, said: “We see technology as a powerful enabler of quality advice and strong client relationships. Our role is to build systems that support good outcomes and reduce complexity.”
Smarter insights, faster workflows, secure submissions
Inforce Management makes it easy to view upcoming renewals, lapses and overdue policies at a glance, helping advisers proactively support their clients. It also provides:
- Smarter insights: Quick visibility of client policy activity and service requests.
- Faster workflows: Easy access to common transactions like updating client details and payment information.
- Secure submissions: Introducing a new Secure File Transfer tool enabling advisers to securely share alteration requests, and immediately confirms successful delivery.
- Better outcomes: Everything in one place, so advisers can proactively support clients through key milestones.
Weekly inforce insights with TAL In Focus
To complement the dashboard, TAL has also introduced TAL In Focus, a new weekly reporting email that gives advisers and their support teams a quick snapshot of all upcoming required client actions and activity. This weekly communication will help them to plan ahead and respond quickly to clients who need support.
“Inforce Management builds on our existing digital capability and marks a meaningful step forward in how we support advice practices. We will continue developing these tools alongside advisers, with more enhancements already underway,” added Mr Arthur.
Advisers can access Inforce Management through their existing TAC login or contact their Business Development Manager for support and share feedback.
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