Following the recent launch of the functionality to update payment and beneficiary details, we’ve delivered further enhancements to the Policy Servicing Portal.
- NEOS Library: All the forms and documents you need for all products on the NEOS Platform.
- My Requests menu: All your alteration requests are recorded here.
- Inforce quoting enhancement: You can now change the premium frequency from monthly to yearly and vice versa across ordinary and SMSF policies.
- Client summary tab enhancements: We’ve added a ‘View’ button within the client summary tab which provides a quick snapshot of cover details across your client’s policies.
- Minor enhancements: We’ve also updated menu icons and rectified bugs as part of our continuous improvements to the NEOS Platform.
These enhancements are in addition to the below existing features which we’ve incrementally rolled out this year:
- Inforce quoting
- Reporting
- Premium projections
- Ongoing experience enhancements
- Client summary, including certificate of currency
We’ll continue to make enhancements and introduce new features to the platform – with the aim to make the Policy Servicing Portal a rich source of information and functionality for you to manage your business efficiently and profitably. Watch this space!