The old phrase “time is money” is still spot on when it comes to general life admin. Nobody wants to waste time sitting on the phone to get some basic policy information changed, do they?
Last year we knocked out an article on how you can free up time by getting online to make changes to your policy via our “My Policy Dashboard”. Since then hundreds of loyal life- and funeral customers have been using this nifty web tool.
What changes have they been making?
We have some stats that prove the efficacy of this platform, in case you need some more reassurance that you should throw away your fax machine and admit that “online” is here to stay:
Just in the last few days, people have been logging on to the My Policy Dashboard to do the following:
- 57 people changed their beneficiaries
- 23 people changed their contact details
- 19 people edited their policy information
- 12 people re-lodged their debit orders
- 21 people changed their banking details
Think of it like your own personal vault, that contains all your policy info right at your fingertips. Every policy that you have is reflected on one simple landing page; click on whichever one you want to alter and then follow these basic prompts:
Pop onto our website and while you sip on your cappuccino (or martini) you can register. No forms to print, no fuss, no delays. My Policy Dashboard allows you to do the following in less time than it takes you to shower:
- Update your bank details
- Update your beneficiary details
- Increase your existing cover
- Remove benefits or request additional ones
- Get documents emailed or SMS’d to you
- Lodge a claim, or
- Get in touch with us
Now that lockdown is easing off a bit, and we’re all living in a new state of “normal”, we no longer have endless hours to whittle away, getting on top of personal odds and ends. Let our dashboard help you sort your policy admin in a speedy and effective way, leaving you more time to do the things that matter the most.
Until next time.
The Wise About Life Team