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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

    20 January 2022

    More cover, More flexibility, More Sustainability

    The insurance industry has seen changes to income protection products addressing the importance of sustainability so that when clients need their cover, it’s there. The intervention by the regulator was deemed necessary as the premiums were increasing significantly year on year.

    07 December 2021

    Records of Advice guidance by ASIC

    ASIC gives first update to recent consultation paper, providing guidelines on when Records of Advice can be used.

    29 November 2021

    Income Protection Stepping-Stone Strategy

    How can a Stepping-Stone Strategy help in discussing income protection with your clients?
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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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