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Insurance

AMP launches insurance tele-interviewing

Thursday 6th of October 2011

AMP marketing and distribution general manager Blair Vernon said the tele-interviewing tool, called Easy Write, was reasonably common in other markets but is new to New Zealand.

He said the tool was developed in reaction to the growing complexity of medical information required for clients' personal statements, and aimed to free up advisers' time and provide clients with greater certainty around their cover.

Vernon said it also has the benefit, in the new regulatory regime, of providing more certainty to the adviser.

Vernon said the way the system works is an adviser talks to the client about their insurance needs, ascertains their financial planning goals - including risk cover- examines and presents options which they agree on.

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