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TAL rolls out client dashboard

TAL has launched a digital tool to help advisers manage their clients’ policies.  

Inforce Management consolidates key policy information into a single dashboard, streamlining access to client details, policy activity and upcoming payments.

TAL says early users have reported saving up to 30 minutes a day, simplifying tasks such as identifying and managing overdue policies.  

The life insurer has also introduced a weekly email report for advisers, highlighting upcoming customer actions.

“Inforce Management builds on our existing digital capability and marks a meaningful step forward in how we support advice practices,” individual life technology and delivery GM David Arthur said.

“We will continue developing these tools alongside advisers, with more enhancements already under way.”

TAL recently celebrated 10 years of its Community Foundation by providing $100,000 in grants, including to the Royal Flying Doctor Service’s Guiding Rural Outback Wellbeing program.  

The foundation also partners with the Australian Business and Community Network, the National Aboriginal Sporting Chance Academy, and mental health group SANE.  

Chief customer and brand officer and Community Foundation chair Alex Homer said: “While we’re proud of what we’ve achieved with our partners and TAL people so far, there’s more work ahead.  

“The TAL Community Foundation is focused on helping our partners expand the reach and impact of the incredible work they do in their communities and backing initiatives that make a lasting difference.”