QLD UPDATE

From Brett Leonard

It’s my favourite time of the year! With the weather a bit cooler now, I’m frequenting my wine fridge a bit more than the beer fridge. My beloved Collingwood Magpies are sitting atop the AFL ladder and the Brisbane Golf Course is in fantastic condition!

Here in the Brisbane office, we continue to grow our team! Since my last update we’ve welcomed Danny Cannan as a Business Development Manager. Danny will be known to many of you from his time as an underwriter and state underwriting manager at OnePath and ANZ Wealth.

Speaking of growth, NEOS continues to grow with more excitement ahead as we continue to push forward in the development of our insurance platform, delivering a vastly superior and efficient experience for advisers writing risk.

We’re working on our third product – giving you and your clients three competitive products to choose from, all accessible through our NEOS Life Platform and with the same dedicated support team (BDM, underwriter and sales consultant). We look forward to meeting with you all to share our world first insurance platform vision and how it will assist you in providing protection for your clients.

Finally, if there’s anything that I or my team can do to help, please don’t hesitate to reach out. We’ll be happy to assist.

And remember, if you have any colleagues that don’t have an adviser code with NEOS and would like one, please send them our way and we’ll look after them.

Thank you for your continued support and partnership, it’s greatly appreciated and not taken for granted. We look forward to continuing these relationships into the future.

GET BUSINESS DONE BEFORE EOFY

With EOFY around the corner, we’re committed to helping you get any outstanding business over the line by 30 June. As busy as this time may be, it’s also a good time to review your clients’ plans and policies to ensure they have adequate cover.

Here’s how we can help you get business done by the 30 June deadline.

The NEOS Experience – Our super-fast turnaround, streamlined underwriting and friendly service is all part of the NEOS Experience and means we get business done quickly.
The NEOS Life Platform – With NEOS, you have access to two high-quality life insurance products through one easy-to-use platform.
Dedicated support – Your dedicated BDM, underwriter and service consultant are here to support you.
Work with the best – NEOS was named 2022 AFA Life Company of the Year and was also recognised at the 2023 Adviser Ratings’ Awards winning all the service category awards.

At NEOS, you’re working with the best.

OUR ACCREDITED SHORT-FORM WEBINARS ARE BACK!

We understand the importance of continuing professional development (CPD) hours for advisers. That’s why we’re running regular webinars from our growing library of accredited presentations.

If you have any suggestions on topics you’d like to see covered in our webinar series, please don’t hesitate to let me know.

UPCOMING ENHANCEMENTS TO NEOS PROTECTION

In the coming weeks, we’ll write to you regarding some exciting enhancements to NEOS Protection that will benefit new and existing plan holders.

The changes will help ensure that NEOS Protection continues to provide a competitive, sustainable offering that meets the best interests of your clients.

UPCOMING IMPROVEMENTS TO ENCOMPASS PROTECTION

In the coming weeks, we’ll write to you regarding some exciting improvements to Encompass Protection that will benefit new and existing policy holders.

The changes will help ensure that Encompass Protection continues to provide a competitive, sustainable offering that meets the best interests of your clients.

LIFE INSURANCE CODE OF PRACTICE

The Life Insurance Code of Practice was introduced in July 2017 and set important benchmarks to ensure that consumers can take out life insurance with confidence, that, if the time comes, their life insurer will be there to support them.

The New Life Code, which will come into force on 1 July 2023, introduces over 50 new important consumer protections that cover every aspect of how customers interact with their life insurer – from the way products are designed, to how they are sold and for those customers who make a claim.

Key changes are around new protections for customers going through times of vulnerability, financial hardship or experiencing a mental health condition. NEOS is developing customer facing policies to support customers requiring additional support. These will be hosted on our new NEOS Group website page.

NEOS CONTINUES TO GROW

We announced that NEOS was named 2022 AFA Life Company of the Year and won several other awards as voted by advisers. These awards extend to our people showing their dedication and commitment to provide the best service to you and your clients.

We challenge ourselves to take service excellence to the next level by making life insurance easy and to continue investing in our people.

We’re therefore pleased to welcome a new addition to our sales team.

Daniel Cannan joins the Queensland sales team as a Business Development Manager. With over 12 years’ experience in the financial services industry, Daniel joins from Australian Retirement Trust where he was a senior underwriter. Making the jump to sales, Daniel will bring his strong underwriting experience along with his adviser relationships – making him the perfect addition to the team.

We’ll continue to invest in the resources we need to provide the best experience – the NEOS Experience – our advisers are used to.

Keep up with all things NEOS by following us on LinkedIn!

NEOS WINS AFA LIFE COMPANY OF THE YEAR AND MORE

In case you haven’t heard, NEOS was named the Overall Platinum Life Company at the 2022 AFA Life Company of the Year awards.

In addition to this, we also won the Service Quality award (for the second year in a row), the Underwriting Team of the Year award (for the fourth year in a row) and the BDM/Support Team of the Year (for the third year in a row).

NEOS Protection also won product awards for Term and TPD Cover, and we were finalists for Income Protection and Trauma products.

Not only did we win AFA Life Company of the Year (even though we’re not an insurer), we were also recognised at the 2023 Adviser Ratings’ Adviser Choice Awards, winning all the service category awards – including Ease of underwriting, Platform Functionality, Adviser Support and Claims Handling – all for the second year in a row!

Paying claims is the sole purpose of this industry. That’s why we’re especially proud of this achievement and to see our commitment to delivering a great claims experience being recognised. If you missed our post on LinkedIn, hear what financial adviser, Daniel Isenhood had to say about his recent claim experience with NEOS.

We were also finalists for the Best Retail Life Insurer, Competitiveness of Product and Comprehensiveness of Modules making us a winner or finalist in seven of the nine award categories.

These awards are a testament to the dedication and professionalism of our employees in delivering the NEOS Experience to our customers, licensees, advisers and insurance partners.

If you’re not already working with the leader in Australian life insurance, or if you need a hand getting business submitted by the EOFY, get in touch today and let us show you why NEOS is the right choice.

LET US KNOW HOW WE'RE DOING

We want to ensure we’re providing solutions to make advisers’ lives easier. So, if there’s anything you feel we could be doing better or if you have any suggestions on how we can improve the NEOS Experience, please let us know.

While this edition of our newsletter has highlighted some of the great successes we’ve recently had, we’re not too proud to think that we can’t be better.

Please don’t hesitate to reach out to me as your State Manager or alternatively your BDM. We’d love to hear from you! And of course, positive feedback is also appreciated.

Leave us a Google review Follow us on LinkedIn