AIA has enhanced the 90-Day Anniversary Report to help you engage clients earlier and support more proactive renewal and retention conversations.
This report in the AIA Adviser Portal gives you visibility of eligible policies approaching their anniversary date up to 90 days in advance, helping you review cover, prepare for upcoming premium changes and explore suitable options with clients before renewal.
The report includes key renewal information such as:
- Policy anniversary date
- Current sum insured and premium
- Estimated renewal premium
- Premium change components and indexation impacts
- AIA Vitality status and discounts
- Alternative premium scenarios, including adding AIA Vitality or AIA Health, removing indexation, adjusting policy settings or reducing sum insured
It also provides insights into how certain changes may affect premiums, such as reducing cover by 10%, 20% or 30%, switching TPD definitions, AIA Vitality Health Check impacts, or maintaining the same premium level.
This enhancement is designed to help you identify clients who may benefit from an early review, prepare for retention conversations and discuss premium management options in a more timely and informed way.
You can access the report via the AIA Adviser Portal under Reports > Upcoming Anniversaries Report (Within 90 days of anniversary).
