Dealing With IOOF

Online Insurance proves popular

An IOOF Special Announcement

We’re pleased to report that our new Insurance Online functionality is proving very popular.

Since we launched the service last month, 39 per cent of new applications have been made through the new system.

Please find below a reminder of what can be done with Insurance Online, how to get started and some useful resources.

With Insurance Online you can:

  • Submit insurance applications with a few clicks of your mouse
  • Get an immediate underwriting response
  • Track the progress of your applications with live updates during the underwriting process.

And it’s all done through a smooth, user-friendly system.

Insurance Online saves you time and significantly reduces the ‘hassle-factor’ of insurance applications.

Getting started

You need to activate your account in order to start using UWPlus. To do this, follow these steps:

Step 1: Log in to Portfolio Online.

Step 2: Click on the ‘Insurance Online’ link. This link is located on the right-hand side of the page below the banner.

Step 3: You will now be on the Insurance Online log-in page. Click on the link: “Click here to request activation” (below the log-in fields).

Step 4: Once your account has been activated you will receive an email with log-in instructions.

Two important resources

(1) Click the link below to open a handy quick reference guide for Insurance Online. This guide contains all the key differences between Insurance Online and the old paper-based system (plus the steps in the application process, the types of insurance you can apply for, helpful hints and contact details)

We strongly recommend you read this guide before using the system for the first time:

Insurance Online Quick Reference Guide

(2) Click the link below to open a detailed procedures manual for the UWPlus System. This gives you in-depth instructions for all aspects of the new functionality.

UWPlus Procedures Manual

If you have any questions about getting started please contact IOOF Adviser Services on 1800 659 634.

Insurance cover obtained via the Insurance Online / UWPlus systems is provided by TOWER Australia Limited (TOWER) ABN 70 050 109 450, AFS Licence No 237848. TOWER is a member of TOWER Australia Group Limited, a publicly listed specialist Australian life insurance company.