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  • Get even more done with AIA Australia’s Self Service

    22 January 2019


    Have you accessed the new Service Request Dashboard in Self Service to keep track of your Service Requests? This is only one of the enhancements which was made available on 15 December in Self Service to assist you to manage your client’s requests. 

    Submitting a Service Request via Self Service not only means it will reach us sooner and be processed faster you can now track the progress of that request anywhere, anytime by accessing the new Service Request Dashboard. The dashboard provides you with key information on Service Requests currently in progress and even past requests completed within the last 60 days.

    AIA Australia Self Service

    Self Service now also displays additional key policy information on the main screen when you search a policy including: 

    • Payment Frequency
    • CPI Applied
    • Anniversary Date
    • Premium Amount
       

    To gain full access to the range of functionality including the ability to process alteration requests directly to your client’s policies, if you haven’t already you will need to complete a Financial Adviser Authority form.

    How do I complete this?

    1. Download the Financial Adviser Authority form via the Adviser Site under 'Procedures & Forms' in the 'Adviser Forms & Documents' section.

    2. Complete, sign and date the form with your client.

    3. Return the signed copy to infohub@aia.com and once received, we will update our systems allowing you to make changes on behalf of that client going forward. 

    For detailed instructions on all the features available via Self Service download the Adviser Self Service User Guide, and/or watch our Self Service tutorials.  

    Contact AIA

    1800 333 613

    Level 6, 509 St Kilda Road Melbourne VIC 3004

    Contact AIA

    1800 333 613

    Level 6, 509 St Kilda Road Melbourne VIC 3004

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    Copyright 2017, AIA Group Limited and its subsidiaries. All rights reserved. AIA Vitality is available with eligible Priority Protection and Priority Protection for Platform Investors products issued by AIA Australia Limited (ABN 79 004 837 861, AFSL 230043). This information is of a general nature only and has been prepared without taking into account factors like your objectives, financial situation or needs. Before making any decision you should consider the appropriateness of the information, having regard to these factors. Before purchasing such products, view the PDS and terms and conditions available at www.aia.com.au and consider if it’s right for you. The content of this information is current as at 20 January 2017 and may be subject to change.
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