AXA has overhauled its online new business tracking for protection products after feedback from advisers.
It says the new system is quicker, easier to read and has a host of new functions, including related questionnaires. Other additional details include a breakdown of outstanding pieces of information, such as GPRs, when they were requested, current status, and updates when information is received by AXA. There is also greater detail on the protection products applied for and commission rates. Iain Mallon, director of protection marketing at AXA, says: “Feedback from advisers on the old new business tracking system was that the details weren't updated frequently enough and there wasn't eno...
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