Saving time for you and your clients

Servicing your clients and their insurance needs takes time; from application stage, inception and ongoing policy maintenance. 

A Financial Adviser Authority form could help save you and your clients’ time as it allows you as the servicing adviser, with the clients’ authority to act on their behalf for a number of policy maintenance tasks. These include:

• 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 premium payment frequency
• 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).