Adviser Portal Support

Discover how to make the most of the Adviser Portal with quick access to key features, helpful guides, and support resources.

Explore your Quick Links

Be empowered with a simpler, faster, better experience.

Access all your tools and insights in one platform.​
  • Single Login Convenience​
    Securely access all client information with just one login.​
  • Delegate Access​
    Easily assign access to team members for seamless collaboration.​
  • Smooth Navigation​
    Intuitive design for fast, hassle-free access to key tools and data.​
  • Enhanced Reporting​
    Generate detailed reports with greater flexibility and insights.​
  • Self-Service Tools​
    Manage tasks independently and reduce wait times.

Get to know the Adviser Portal​

Explore features, tools, and tips to maximise your portal experience.​

Access the User Guide

Click here for more information
 

Need help?

Contact your Client Development Manager​ or our friendly team on​ 1800 033 490

Frequently Asked Questions​

Getting Started

Before you can access the Adviser Portal, you first need an AIA Adviser Code. You can request an Adviser Code through your Licensee.
 
Once your Adviser Code has been created, you will receive an Adviser Portal activation email.

Simply follow the steps in the Activation Email. When you first log in you will be asked to confirm your contact details and create a password – keep in mind the contact details you enter when logging in for the first time may be used on Policy Renewal Notices and other correspondence sent to your AIA clients. You can change these details at any time (see How do I update my profile information)

To reset your password, head to the Adviser Portal login page and click Login, Forgot Password.
 
You will be asked to enter your username, then a password reset email will be sent to the email address registered to your Adviser Portal account.
 
If you are unsure of your username or get locked out of the Portal, please email newadviserportal@aia.com

If you would like to update your profile information, simply follow the steps below: 
 
  • Log in to the Adviser Portal 
  • Head to the Settings page  
  • Click on Profile to edit your: 
    • Contact details (username, contact number)  
    • Preferred email address 
    • Adviser details 
    • Addresses, and 
    • Password  
Keep in mind your contact details may be used on Policy Renewal Notices and other correspondence sent to your AIA clients.
 
From the Settings page, you can also manage users, see your adviser codes, activate the data feed, and set your email preferences.

Yes, you can! Simply head to the Adviser Portal using your mobile browser. 

Security & Permissions

You can manage your user roles or access levels via the Adviser Portal. Here’s how: 
 
Log in and access User Management 
 
  • Log in to the Adviser Portal 
  • Head to the Settings page 
  • From the User Management section, you can add, view, or remove delegate users. 
Adding a delegate user 
 
  • Under the User Management section, click “Add Delegate” 
  • Enter the delegate’s details and set permissions: 
    • Adviser Code Access: Choose which adviser codes (any or all) the delegate can view.  
    • Commission statements: Optionally, you can grant access to Commission statements as well. 
  • Once added, an email invitation will be sent to the delegate 
  • Delegate users will need to activate their account via the email link  
Managing existing delegate users 
 
Under the User Management section, you can view existing delegate user profiles, view/edit existing permissions, resend invitations to delegates who haven’t activated their accounts, and remove users to revoke all access. 
 
To do this, simply: 
 
  • Click on the three dots next to the name under “Current users” 
  • From here, you’ll be able to view the user profile, resend an invite, and remove the user 
  • If you would like to edit permissions, click on “View” 
  • From here, simply click on “Edit” to review/edit the permissions 

If you suspect that someone has unauthorised access to your account, we recommend: 
 
Reviewing your existing delegate users:
 
  • Head to the User Management section of the Adviser Portal 
  • Review all your delegate user profiles 
  • If there are any that should no longer be there, simply remove the delegate user 
Reviewing your email preferences: 
 
  • Head to the Settings section of the Adviser Portal  
  • Review your email preferences 
  • Make sure it is your chosen email address 
Resetting your Adviser Portal password
 
  • To reset your password, head to the Adviser Portal login page and click Login, Forgot Password.  
You will be asked to enter your username, then a password reset email will be sent to the email address registered to your Adviser Portal account. 

Navigation & Features

On the left-hand side of the portal, there is a sidebar menu with the following options:  
 
  • Dashboard – this option takes you back to the main landing page  
  • Quotes – this option lets you access the AIA quotes software (eApp) or the ex-CommInsure quotes software (MyQuote) via Single Sign On (SSO)  
  • Applications – provides a summary of applications in progress as well as allows you to navigate to your draft applications (via SSO to AIA eApp software)  
  • Policies – this is a summary view of all your In-force policies and Out-of-force policies (90 days). You can also select this option to view policy information and update client details  
  • Claims – provides a summary of claims data and access to related information   
  • Reports – here you’ll find all your AIA and ex-CommInsure reporting requirements as well as your Commission Statements  
  • Health Portal – Single Sign On (SSO) to the AIA Health referral portal to refer a new customer to AIA Health or track an existing referral 
  • Resources – this option lets you access all the Forms and Resource Libraries available on the portal  
  • Settings – go to this section to update your user profile, set up/maintain delegate user access, set up/maintain your adviser codes, data feed to your selected planning software (AIA policies only) and manage your email preferences for AIA subscriptions/marketing communications 

If you need help finding specific tools and resources, please refer to the Adviser Portal User Guide

When you open a specific policy page, you can view: 
 
  • Policy type – AIA or ex-CommInsure 
  • Status – in-force, paid to date, upcoming anniversary 
  • Premium info – Current, renewal, overdue, discounts, structure 
  • Dates – Commencement, policy anniversary 
  • Product name 
  • Linked policies 
  • Owner and contact details 
  • Payment details 
  • Commission details 
  • Life insured info – Date of birth, smoker status, occupation, AIA Vitality and/or AIA Health links, contact details 
  • Policy benefits and sum insured  
  • Special terms (please note that exclusion information will only display for ex-CommInsure policies)  
  • Beneficiaries (please note that beneficiaries will not display for Priority Protection Super policies owned by Equity Trustees) 
  • Correspondence history – e.g., anniversary letter, cover letter, policy schedules, re-rate letters, etc. please note some correspondence is only available for a period of time  
To view a specific policy’s details, simply: 
 
  • Click on the “Policies” option on the sidebar menu  
  • Choose either “In-force” or “Out-of-force (90 days)”  
  • Click on the specific policy you need 
  • From here you can: 
    • View the PDS 
    • Generate a Certificate of Currency (COC)  
    • See premium payment history  
    • Access the self-service portal (for Priority Protection policies only and only where an adviser authority is provided) 

To view your client’s premium or payment history, simply: 
 
  • Click on the “Policies” option on the sidebar menu  
  • Choose either “In-force” or “Out-of-force (90 days)”  
  • Click on the specific policy you need 
  • Click on “Generate Premium Payment History”  

Yes, but only for Priority Protection policies where a Financial Adviser Authority is held. To update your client’s details: 
 
  • Click on the “Policies” option on the sidebar menu  
  • Choose either “In-force” or “Out-of-force (90 days)”  
  • Click on the specific policy you need 
  • On the specific policy page, click “Service request” button on the right side of the page 
  • This will open a portal called Evolve where you can make changes to some client information 

To generate a New Business or Replacement quote, simply: 
 
  • Click on the “Quotes” option on the sidebar menu 
  • Choose either: 
    • AIA (via eApp), or  
    • ex-CommInsure (via MyQuote)  
  • You’ll be logged in automatically using single sign-on (SSO) as long as you have an active Adviser Code under the relevant product portfolio. 

To track your clients’ applications, simply:  
 
  • Click the “Applications” option from the sidebar menu  
  • Choose either “Applications in Progress” or “Draft Applications” to view all AIA applications  
  • Please note, ex-CommInsure applications are unable to be tracked in the Adviser Portal.  
To track your clients’ claims status, simply: 
 
  • Click the “Claims” option from the sidebar menu 
  • From the Submitted claims dashboard, you’ll be able to see the status of the claim (i.e., accepted, closed, or under assessment) 
  • If you want to view the details of the claim, requirements, or payments, simply click on the arrow button next to the claim you want to review 
  • Please note, claims data is only available for AIA administered policies (ex-CommInsure claims will be available in the future)

Accessing Documents & Reports

  • Click on the “Policies” option from the sidebar menu 
  • Choose either “In-force” or “Out-of-force (90 Days)” 
  • Click on the specific policy you need 
  • Once you’re in the policy page, click “Generate certificate of currency”  
  • The document will download to your device. 

  • Click on the “Reports” option from the sidebar menu  
  • Click on “Commission Statement” 
  • Select either AIA or ex-CommInsure and download the relevant Commission Statement in PDF, XLS or CSV format 

The documents, correspondence, and reports available on the portal include: 
 
Reports 
 
  • Upcoming Anniversaries Report 
  • Detailed Policy Report 
  • Overdue Premium Report 
  • Dishonoured Policies Report 
  • Lapsed and Cancelled Policies Report 
  • Next Premium Due Report 
  • Auto-Surrender Report 
  • Vitality Client Report 
Correspondence 
 
  • Policy Schedule 
  • Policy Issue Advice 
  • Re-Pricing Notice 
  • Tax Statements 
Other Documents
 
  • Commission Statements 
To view and download reports, simply: 
 
  • Click on the “Reports” option from the sidebar menu 
  • When the “Reports” sidebar menu expands, click on the “Reports” button within that section  
  • You will then see a list of Consolidated Reports 
  • Scroll to the report you want to download and click the “CSV” button on the right 
  • The CSV file of your selected report will download onto your device 
To view and download commission statements, simply: 
 
  • Click on the “Reports” option from the sidebar menu 
  • When the “Reports” sidebar menu expands, click on the “Commission Statements” button within that section 
  • You can then choose to view AIA or ex-CommInsure statements 
  • Scroll to the commission statement you need 
  • Click on the “PDF” or “XLS” button to download the commission statement onto your device 
  • Please note, only statements from the last 6 months are available to download from the portal. If you need older statements, please contact us on au.retailadviseradmin@aia.com 
To view and download correspondence, simply: 
 
  • Click on the “Policies” option from the sidebar menu 
  • Choose either “In-force” or “Out-of-force (90 Days)” 
  • Select the policy you want to view 
  • Once you’re in that specific policy, select “Correspondence”  
  • Scroll to the document you want to view, and click the “View” button on the right 

  • Click on “Resources” from the sidebar menu  
  • Click on “Forms”  
  • All forms on the portal are categorised under New Business, Underwriting or Policy Services 
  • Select the category you require 
  • Under each category, the forms are then further categorised by product type – Priority Protection, PP for Platform Investors, and Tailored Protection (ex-CommInsure) 
  • Select the product type you require  
  • To access the form you need, simply click on the “View” button to the right of the form name and follow the prompts.

Troubleshooting & Support

If you’re having trouble logging in, we recommend either: 
 
  • Sending an email to newadviserportal@aia.com to reset your password, or  
  • Calling 1800 082 031 for the Help Desk  

Don’t worry, this happens from time to time.
 
The portal has many new tools, and sometimes it may take a second to load. Please try again and if the error persists, reach out via email to newadviserportal@aia.com or call the Help Desk on 1800 082 031.

The Adviser Portal is supported across all major browsers.

For further technical support, please reach out via email to newadviserportal@aia.com or call the Help Desk on 1800 082 031

To submit feedback or report an issue, please reach out via email to newadviserportal@aia.com or call the Help Desk on 1800 082 031

Videos

Adviser Portal Settings - How to video
Authorising a New Adviser in the Adviser Portal for Licensees