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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

18 July 2017

The Science of Sustained High Performance for Profitability webinar

How would it impact your profits if everyone in your business had an extra two hours of productivity per day? On 17 Aug join Business Growth Hub Specialist Partner Next Evolution Performance for a free webinar to find out how you can increase productivity and profit.

18 July 2017

myOwn Health Insurance with AIA Vitality has launched

Back in May, our CEO Damien Mu shared our vision of combining life, health and wellness with AIA Vitality, by bringing together life and health insurance with AIA Vitality. The launch of myOwn health insurance with AIA Vitality has brought this vision into fruition, forming an extremely compelling proposition for your clients.

18 July 2017

Changes to Anytime Fitness membership pricing for AIA Vitality members

Effective from Thursday 31 August 2017, any AIA Vitality member that takes out a new 12 month membership with Anytime Fitness will now receive 10% off the off the club’s membership price (when purchased via AIA Vitality).

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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