Aegon unveils IP tracking tool

clock

Advisers can follow income protection (IP) applications with Aegon Scottish Equitable online at any time after the insurer launched a tracking tool.

The real-time system enables advisers to check the progress of their client's application 24 hours a day, seven days a week and also sends email alerts whenever a case's status changes. There is also a countdown facility that highlights outstanding information and the timescales for obtaining it. Stephen Crosbie, head of proposition for protection and investments, says the launch was inspired by adviser feedback. "Advisers can now access the tracker to monitor their applications without having to spend time chasing policies on the phone," he says. An interactive tutorial of the tool...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Behavioural advice tech firm Moneymind Profile launches in UK

Behavioural advice tech firm Moneymind Profile launches in UK

Marks expansion for Australian enterprise

Professional Adviser
clock 23 April 2025 • 2 min read
'At the end of the beginning': What to expect next with tokenisation

'At the end of the beginning': What to expect next with tokenisation

'Tokenisation is coming - at pace'

Alex Kerry
clock 08 April 2025 • 3 min read
Open arms or cautious welcome? Why AI in advice cannot be ignored

Open arms or cautious welcome? Why AI in advice cannot be ignored

'Putting aside the hype, AI is here to stay'

Jenny Thorpe
clock 25 March 2025 • 3 min read