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Never repeat yourself

Apr 8, 2019, 09:36 AM

We've made the changes you asked for 

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Here at Aviva, we’ve made improvements across the protection quote journey to provide the flexibility and ease you’ve asked for.

Across our full range of personal protection products, we’ve enhanced the quote process so it’s more user friendly, helping you to write business the way you want to; quickly and easily.

Gone are the days of rekeying the same information more than once. With our improved journey, writing protection is easier - regardless of the types of cover you deal with.

So, what’s new?

Edit clients’ personal details

Whether it’s on a portal or directly in our quote and apply system, having to rekey a quote because of a small error is frustrating and time-consuming. Now, if a clients’ personal details are incorrect within ALPS (for example, their date of birth or smoker status), you can edit them easily.

Build and amend your quote

Just like an online retail shop, we’ve made it easy to pick and choose which products and options you want to quote and to remove what isn’t needed anymore.

Providing you with a wider range of edit options means you can tailor quotes to individual client circumstances, quickly. And if their circumstances change before you apply, you can easily amend this. So, if you want to compare level and decreasing cover, switch lives, compare guaranteed and reviewable premiums, or add critical illness cover to a life quote for example, it’s a simple task.

And by streamlining the ‘product summary’ stage of the quote process, we’ve reduced the number of screens from three to just one. New design features and buttons help you quickly navigate and progress through the journey, saving you time with every case.

New copy and paste functionality

For those instances where you want to compare the same product but with slight variations, a new ‘copy product’ button means you can duplicate any product in your quote and change the desired criteria, rather than having to start a new quote from scratch.

Easily access your quote illustration

We all know that sinking feeling when you’ve worked on something and forgotten to save.

We know from your feedback this was an issue when accessing the quote illustration as, once you started the apply process, you were unable to access this without calling us. Now, the quote illustration is available in business tracking, helping you meet your compliance requirements and saving you valuable time.

 

Understand why we made the changes

Find out more

AL99192 03/2019

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