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  • Say hi to Charlie – our newest BGH partner

    20 June 2017


    Imagine a world with an empty inbox. A world where you could spend less time managing your emails and more time on meaningful work. A world where you never need to hunt for or forward another email ever again. Let us introduce you to Charlie, our newest Business Growth Hub Technology Specialist Partner.

    Built by Oi Software, Charlie is a financial adviser’s best friend. An email management tool, Charlie will save you loads of time. Using easy to set up rules, Charlie automates the filing of all your emails, keeping your inbox free and clear.

    Charlie also has a powerful search function making finding past emails a breeze. Imagine how much time you’ll save by having the ability to easily find email from a specific client or supplier. 

    Charlie also connects to your CRM and has an auto back up feature, so if one of your team is on holidays, or has left all their emails are there safely saved and easily retrieved. 

    Charlie is also offering a free 30 day trial. For more information on Charlie visit the Business Growth Hub and oisoftware.com.au/charlie/. 


    Read more adviser news articles

    21 June 2022

    Recent AIA Australia Claims example 2022


    Who ever thinks they will be making a claim on their Life insurance policy? The people on our list didn’t; luckily, they made the decision to apply for a life insurance policy.

    21 June 2022

    Changes to cancellation process


    AIA Australia June 2022 changes to the cancellation process for life insurance policies.

    21 June 2022

    Introducing AIA Health’s new Silver Plus Hospital Secure product


    And updates to Dependant Age and Ambulance Cover extension. Find out more.

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    Copyright © 2021. AIA Group Limited and its subsidiaries or affiliates. All rights reserved. Priority Protection and Priority Protection for Platform Investors products are issued by AIA Australia Limited (ABN 79 004 837 861, AFSL 230043). AIA Vitality, a personalised, science-backed program that supports members every day to make healthier choices, is available with eligible products issued by AIA Australia. AIA Health with AIA Vitality is issued by AIA Health Insurance Pty Ltd ABN 32 611 323 034, a registered private health insurer governed by the Private Health Insurance Act 2007, Private Health Insurance Rules 2007 and the AIA Health Insurance Pty Ltd Fund Rules. The information on this website is current as at 1 April 2021 and may be subject to change. It is general information only and is not intended in any way to be financial, legal, tax, health, medical, nutritional or other advice. You should consider your own personal circumstances and needs and view the relevant product documents, fact sheets, fund rules and terms and conditions before making a decision to acquire such products. If necessary you should obtain professional advice from a financial, tax, medical or health professional. Unless expressly stated, any views or expressions of opinion (including any video content) do not represent the opinion of AIA.
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