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    • Time equals money so save some with Self-Service

    04 July 2017

    Accessing Self-Service will allow you to update your client’s address, their bank and credit card details, lodge cases to decrease and remove benefits, suspend premium payments, review loadings and exclusions and much, much more.

    So how is it done?

    Just follow these 3 simple steps:

    1. Download the Financial Adviser Authority Form via the Procedures & Forms -> Adviser Forms & Documents on the Adviser Site
    2. Have said form signed and dated by your client
    3. Email it to au.customer@aia.com and we will handle the rest


    Once we have added the Authority you will be ready to go, hopefully providing yourself and your client an easier time and smoother process in doing business. 

    You can now complete the following tasks on your client’s behalf through the adviser site:

    • Credit card expiry update
    • Change of address or other contact details
    • Change of payment details (where a completed credit card authority or direct debit request has been provided by the policy owner)
    • Removing/decreasing a benefit or other policy feature or AIA Vitality feature
    • Adding/amending or terminating an AIA Vitality membership
    • Change in cover due to age parameters
    • Cancel cover/policy
    • Change occupation class
    • Change of premium pattern
    • Change of smoker status
    • Instructions relating to benefit indexation on your policy/policies
    • Suspending premium payments
    • Reinstating a policy where underwriting is not required
    • Apply to remove loadings or exclusions
    • Removing payment details (stop debits)


    Login to the Adviser Site and get started now.

    Read more adviser news articles

    12 September 2017

    Get the most out of your email marketing

    According to Netwealth’s 2017 Advice Tech Research Report, 71% of advisers surveyed use technology to create, send and even automate e-newsletters, and mass emails to their current and prospective clients.

    12 September 2017

    Consolidated Notice of intent to claim a tax deduction

    After the end of each financial year, the Administrator of the AIA Insurance Super Scheme No2 (‘the Scheme’) sends each member a Notice of intent to claim or vary a deduction for personal superannuation contributions (also known as a Section 290-170 Notice).

    12 September 2017

    AIA Australia introduces Claims on Wheels

    AIA Australia, is delighted to announce the launch of the Claims on Wheels pilot in Victoria - an innovative new service, which provides personalised, mobile claims assistance for your clients.

    Contact AIA
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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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