Discover how NEOS Platform pre-assessments streamline the traditional pre-assessment process, enabling advisers and clients to complete secure, mobile-friendly pre-assessments online, receive outcomes across three products from a single submission, and benefit from AI-supported efficiencies backed by dedicated underwriter review.
Specifically, we’ll cover:
- Understand the challenges of traditional pre-assessments
- Explore the new NEOS Platform Pre-assessment feature
- See how clients can complete pre-assessments on their phone
- Learn how AI supports faster outcomes and improved efficiency
- Preview upcoming NEOS Platform enhancements
Accredited for 0.50 CPD hours
Thursday 5 November, 12pm (AEST)