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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

    19 February 2019

    Changes to eApp Express

    eApp® Express, AIA’s online policy quote and application platform was first implemented in 2012. In line with our focus commitment to ease of doing business and continuous improvement, we have made some changes to eApp® Express.

    19 February 2019

    Final report of the Royal Commission

    Like you, AIA Australia has been reviewing the Royal Commission’s findings and recommendations over the last week. We have also been listening to many of you that have been in contact with our team. We understand your concerns and are committed to working with you moving forward.

    19 February 2019

    Income Protection: Inside or outside superannuation or something in between?

    By the AIA TECE Team Losing the ability to earn an income to fund living expenses could run down savings levels and cause financial difficulty. As an adviser, you play an integral role in helping your clients recognise the importance of income protection and help them to manage their cash flow and any potential risks.

    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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