Asteron Life AdviserConnect Transition

All you need to know about the move from AdviserConnect to the TAL Adviser Centre

Your Asteron Life client data and reporting have now been moved from AdviserConnect to the TAL Adviser Centre (TAC), putting all your client reporting in one user-friendly place and making it easier for you to do business every day.

We're here to support you through these changes, so we’ll keep this page updated with all the latest news as well as tools and resources to help you get started.

Quick reference guides

We’ve put together some introductory guides so you can get to know a bit about the TAC:

Frequently Asked Questions

Why is my Asteron Life client information moving to the TAL Adviser Centre?

We will be transitioning from Asteron’s AdviserConnect to TAL’s TAC Portal on 24 May 2021 as part of the separation of Asteron Life and Superannuation Limited (ALSL) from Suncorp and as part of the full integration of Asteron Life’s operations to TAL.

When can I start using TAC to access my Asteron Life client information?

Your Asteron Life insurance client information, forms and reporting has been available on the TAL Adviser Centre since 24 May 2021. Please be aware that at launch, investment client information will not be available to view on TAC – we will be working hard to implement this functionality as soon as possible, however in the meantime should you require support with these clients you will need to contact our Adviser Services Team on 1800 031 050.

What are the benefits of moving Asteron Life insurance client data from Adviser Connect to TAC?

An improved digital experience for advisers with Asteron Life insurance clients, including improved reporting & display of client records
The ability to update your details online and set up any members of your team who require access to your Asteron Life client information.
Access to download TAL & Asteron Life PDSs, forms & other documents using the one convenient search functionality (in addition to accessing these online through www.asteronlife.com.au as you do today)
Functionality to request key Asteron documents and correspondence via an online form submission, including certificates of currency, tax documents & other client correspondence
Perform certain actions on your clients’ policies including submitting a claim notification, requesting the review of an underwriting term.

Please be aware that policy insurance and reporting for your Asteron Life investment clients will not appear on TAC at launch on 24 May 2021. We will be working to implement this functionality as soon as possible.

What client information will be available on TAC for my Asteron Life clients from 24 May 2021?

You will be able to view policy information and reporting for your Asteron Life insurance clients from 24 May 2021. Please note, policy information and reporting for your investment clients will not be available at launch, however we’re working to make this available as soon as possible.

How can I access Asteron Life PDSs, forms and other materials from 24 May 2021?

You can locate a range of Asteron Life forms and documents using the search functionality within TAC. If you’re concerned or cannot locate something you’re looking for, please contact our Adviser Service Centre on 1800 031 050 so we can help.

How can I obtain copies of client correspondence, submit a claim notification and other requests on my client’s policies?

From 24 May 2021, you will be able to use a request form available on TAC to obtain copies of your client correspondence, submit a claim notification or request a review of an underwriting term. Any other request can be made by calling our Adviser Service Centre on 1800 003 033.

Will I be able to view my Investment-only Asteron Life client information from 24 May 2021?

Unfortunately, you will not be able to access your Asteron Life Investment client information and reporting through the TAC portal from 24 May 2021. We are working to provide this functionality soon, however in the meantime please get in touch with the Asteron Life Investment Service Team on 1300 652 270 who will be able to provide any information or reporting you require.

Is there functionality available for TAL that won’t be made available for Asteron Life?

As Asteron Life is closed to new business, there are some functions on TAC that are available for new and existing TAL policies that won’t be available for Asteron Life. In addition, at launch, the Business Insights Report may not be functioning for your Asteron Life business, however this is functionality we will be working to implement as soon as possible.

Can I provide access to TAC for my support staff so they can access my Asteron Life customer information?

Yes. TAC provides the capability for you to create login access for your support staff who require access to your client information. You can also update your own TAC Profile and reset your own password as needed. For further information on this, please see our Quick Reference Guide.

When do I need to make the transition from Adviser Connect to the TAC Portal?

It is important that you make the transition to the TAC Portal in the week commencing 24 May so we can support you and before AdviserConnect is switched off. Ensure you logon and can access the TAC portal, view the TAC dashboard navigation video and take-a-look around and get familiar with the TAC portal. To ensure you are fully supported we will keep AdviserConnect running alongside TAC during the transition. We will ensure you are informed when access to Adviser Connect will be removed.

Where can I go for support?

Our Asteron Adviser Services team will be here to help with any issues that you experience during this transition. You can call us from 8.00am to 6.00pm Monday – Friday (AEST time), or email your enquires though to adviserservicesadmin@asteronlife.com.au.