The Accelerated iQuote by TAL provides a unique tool for advisers to initiate a sales discussion anywhere, anytime.
The Accelerated iQuote also allows the adviser to initiate an email to their client with the clients quote reference number and premium. The client details are saved in the iPhones Contacts and a copy of the quote is sent to the adviser by default, and their client if selected, allowing a continuation of the sales process through follow-up with the client.
The Accelerated iQuote enables advisers to obtain an individual quote for the following plans under Accelerated Protection:
Life insurance
TPD as a rider on Life
Critical Illness as a rider on Life
Income Protection
Business Expense insurance.
Quote premiums and client information generated via Accelerated iQuote is saved in the TAL Adviser Centre preventing the need to re-key client or quote details. Advisers can retrieve the Accelerated iQuote using Find & Resume at www.acceleratedprotection.com.au.
Please note: This application is for the use of TAL Adviser Centre registered advisers only; advisers must have an authorised login and password with TAL Adviser Centre to use this application. Accelerated iQuote will not function for non-registered advisers.