Agents and Brokers

Australia & New Zealand

My Rothbury App making insurance easy. Press release, December 7, 2020.
The My Rothbury App has a new payment feature that will enable clients to pay via the App. Clients can choose to pay by Account2Account, credit card, or internet banking and request to pay by installment.

Suncorp launches wellness program for brokers. Knowledia, November 24, 2020.
Suncorp has launched a free health and well-being assistance program for mortgage brokers and their families. The program will initially offer all FBAA members and their immediate families access to confidential care via independent provider Assure Programs.

Point Insurance, Blue Zebra join forces to launch new brand. Insurance Business Australia, October 17, 2020.
Point Insurance and insurtech startup Blue Zebra Insurance (BZI) have teamed up to launch Blue Point Insurance. Blue Point will distribute personal accident and sickness insurance via BZI’s insurtech platform, the Zebra Lounge, to more than 11,000 registered broker users.

Hong Kong

AIA Hong Kong extends insurance industry’s first robotic investment choice service to e-Service platforms for customers. Press release, October 21, 2020.
The Robotic Investment Choice Service has now been extended to existing customers. After undergoing a financial need analysis and risk assessment, new customers will be able to view personalized reference portfolios based on their risk assessment results.

India

Launch of ANANDA – Atmanirbhar Agents New Business Digital App. Press release, November 20, 2020.
It’s called ‘ANANDA,’ which is an acronym for Atmanirbhar Agents New Business Digital Application. ANANDA will enable an agent to complete a policy even without physically meeting the customer. It is built on a paperless process using Aadhaar-based e-authentication of the life proposed.

United Kingdom

Selectapension launch new platform functionality ‘Quote and Apply’ tool in partnership with Aegon. Product brochure, November 2020.
Selectapension has unveiled Quote & Apply, a new tool for advisers to speed up the application process. Quote & Apply links the product research software and the end provider by allowing users to click straight through to the Aegon Platform SIPP system.

The Exeter makes enhancements to application process. Mortgage Introducer, November 9, 2020.
The Exeter has enhanced its application process by introducing a quick quote option. The new quick quote option also allows advisers to edit the loading or amend the sum assured and policy term to get another quote immediately.

Royal London introduces online trust forms. Press release, October 1, 2020.
Royal London is introducing a new online business trust form for advisers, making the business application completely signature-free. Other trust forms have removed the requirement to witness a signature.

United States

Bindable launches new agent wholesale platform for insurance industry. PRWeb, December 11, 2020.
Bindable announced the launch of its Agent Wholesale Platform, a modern software solution that enables independent agents to launch their own virtual agencies. Agents can then seamlessly access and sell insurance products online, over the phone, or in person.

Ash Brokerage introduces a new life insurance platform. Coverager, October 23, 2020.
Ash Term Express is a streamlined platform designed to help financial professionals easily offer life insurance to clients.
The platform allows the advisor the capability to quote premiums from different carriers and submit an application in minutes.

CUNA Mutual Group launches Digital Behavioural Finance Advice (BFA) Advisor Tools. PR Newswire, October 7, 2020.
A new digital version of the Behavioral Finance Advice approach to investing features new tools and client sales aides for advisors. The program combines traditional finance practices with psychology and neuroscience.