Here’s hoping our latest newsletter finds you well and you’re enjoying the great spring weather that only WA has to offer. I see this particularly when standing in the queue for my morning coffee on the terrace – every customer seems a little less rugged up and a lot more cheerful than a few months ago!
Speaking of a cheerful bunch of folks… our Perth office is now nearly at full capacity – testimony to making sure we have the right people ‘on the ground’ here in WA to ensure we maintain the highest standards of service for you and your clients.
I recently represented NEOS at the AMP PD day here in Perth and was pleased to see one of our adviser’s support staff show off a pair of NEOS socks she was wearing on the day – it certainly had us chuckling and called for a picture of proof that they were being well used! Garry Addison was the lucky winner of our wine box giveaway – here’s hoping the wine has gone down a treat, Garry!
From a business perspective, we also continue to grow as we move towards embedding the NEOS Life Platform into the market and your practices. Most recently, in early July, we made significant product and pricing enhancements to Encompass Protection as well as pricing improvements to NEOS Protection. You should now see both products in the top quartile for most of your clients.
We’re now focussing on improving the functionality of our technology platform to help you improve the efficiency, and value, of your practice. Our in-force servicing portal will allow you to access client listings, generate quotes on in-force policies, update client details, request data feeds to your CRM, and more. I recommend you consider transitioning your clients to the NEOS Life Platform now to maximise the value of this functionality for more of clients as the functionality comes on line.
As always, we appreciate and listen to your feedback. Please reach out to me or the team on what you’d like to see on the NEOS Life Platform.
Finally, if there’s anything else that I or my team can do to help or 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.
NEOS WINS LIFE INSURANCE PRODUCT PROVIDER OF THE YEAR
We’re thrilled to have taken out top spot at the 2023 Money Magazine Consumer Finance Awards, winning the Life Insurance Product Provider of the Year award!
This award follows our recognition as the 2022 AFA Overall Platinum Life Insurance Company of the Year and our recent wins at the 2023 Adviser Ratings’ Adviser Choice Awards, where we swept the boards in the service category for the second year in a row.
We’re honoured that our efforts to provide the best experience, the NEOS Experience, at every touchpoint for advisers and their clients are being recognised.
Our goal now is to make the NEOS Experience even better. We believe that the NEOS Platform will transform the efficiency of the advised life insurance space, allowing advisers to spend more time with their clients instead of dealing with insurers – improving the profitability of adviser practices.
At NEOS, we’re not just imagining what the future of insurance advice could look like – we’re designing and building it.
LET US KNOW HOW WE'RE DOING
We want to ensure we’re providing solutions to make advisers’ lives easy. 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.