July 2022 enhancements
The Adviser Portal is Intelligent, intuitive and seamless. With the latest enhancements to the self-service capabilities, you can further support your clients so you can perform at your best.
Here’s what’s new;
- Permanent CPI decline – no more signed requests required
- Automated Declaration of Continued Good Health (DICGH) notices now available at day 60
In addition, your clients will now receive a confirmation email when you update any information on their behalf.
Get the best experience with the upgraded portal and watch our latest webinars.
The Adviser Portal: What's new and how to navigate through the Portal
Thursday 4th August @ 11:30am – Watch Webinar
The Adviser Portal: How to Quote, Pre-Assess and Apply
Thursday 11th August @ 11:30am - Watch Webinar