"These latest enhancements reflect our continued commitment to delivering a more connected and intuitive adviser experience."
- Daren Boys - Aviva
Aviva has announced the launch of two new updates to its digital trust management capabilities and death claims notifications, aimed at supporting protection advisers.
Digital Manage Trust is designed to help advisers to manage changes to existing protection policy trusts through a guided online journey. Aviva says it builds on the success of last year’s Digital Add Trust functionality, meaning that advisers can now manage amendments to existing trusts, with legal deeds automatically generated and pre-populated using information entered online.
Advisers can add or remove trustees and beneficiaries, update beneficiary allocation percentages, record trustees or beneficiaries as deceased and instantly download legally required documentation ready for signature.
Death Claims Notifications is designed to provide timely visibility when a death claim has been initiated on a client's protection policy. The notification is delivered through advisers' existing servicing routes, including MyClient, Business Tracking, reporting extracts and tracking emails.
READ MORE: IPTF completes its 7 Claims Stories series
Aviva says the new notifications aim to help advisers respond with greater awareness and sensitivity at what can be a difficult time for their clients and their families by reducing communication gaps and avoiding inappropriate contact.
"These latest enhancements reflect our continued commitment to delivering a more connected and intuitive adviser experience, helping them spend less time on administration and more time supporting their clients," Daren Boys, protection portfolio distribution director at Aviva, said.
"The launch of Digital Manage Trust represents another important step in our journey towards end-to-end digital trust management, while our new Death Claims Notification service will provide advisers with valuable information to help them support clients with greater sensitivity and awareness."
