AIA’s new tele‑booking system is now live and already improving the way Tele Underwriting appointments are managed. The upgrade gives our internal teams greater visibility of Tele Underwriter availability, stronger reporting and clearer performance insights, all contributing to a more consistent, predictable experience for advisers and clients.
One key change for advisers is customer self‑service rescheduling. When clients book a Tele interview, they now receive a confirmation email with a link to reschedule if needed. This reduces the need for calls or adviser follow‑ups and helps applications progress more smoothly.
Behind the scenes, the system delivers real‑time insights into bookings, adviser submissions and no‑show behaviour, supporting better forecasting and workflow management for our teams. These improvements lead to steadier service levels, fewer bottlenecks and clearer expectations for advisers, while giving clients more flexibility and a smoother, more predictable experience.