Continuing to simplify the completion of administration requirements

We continue our work simplifying the completion of administration requirements.

You may recall, we recently enhanced our offering to enable us to issue and execute many of our forms (New Business, Underwriting, Policy Maintenance), using our digital capabilities of DocuSign®.

Beyond just digital issuance and execution, we have been busy fully automating several forms.

This means when you lodge an application digitally, our system will automatically identify where information is missing and send you the relevant prefilled forms.

Using DocuSign®, you can either Open or Download the form. Once you have checked the details and clicked Approve, the document will automatically be sent to your client’s inbox, ready for them to complete and sign digitally.

Upon return of this, our system will automatically update in real time, which means completing work sooner for you and your client!

We recently automated and shared our first four forms:

1. Special Acceptance Terms
2. Adviser Instructions for Policy Issue date
3. Direct Debit Request Form
4. Vitality Direct Debit Request Form

We are excited to advise we have released the fifth form, the Partial Rollover.

Thanks to some fabulous feedback from our adviser community, we have added two enhancements to DocuSign® emails we send:

1. Proposal numbers have been added to the email Subject line to help when you receive multiple requirements for one client, enabling quicker identification of which requirement belongs to which proposal.
2. A link added from the Special Acceptance Terms, to the Comfort brochure, allowing you to review this if you wish.

We are delighted to share some great outcomes as a result of our digital form capability:

• 15% of forms executed and returned by clients within 30 mins
• 34% of forms executed and returned by clients within 24hrs.

If you have not started using this, we encourage you to give it a go. We are here to support you so please don’t hesitate to contact us.

Keep watching this space, as we are currently working on automating the TFN and Super Declaration forms.

If you want to know more about how we’re using DocuSign® at AIA, please contact AIA Australia on 1800 033 490 between 8am and 6pm (AEST).