Real-time alteration quote enhancements for Protection Plans
Decrease sums insured and removal of CPI, now available on the TAL Adviser Centre (TAC).
This year, we’re continuing to invest in technology to improve how we work together online, making it easier for you to support your inforce clients.
In our latest release, we’ve launched real-time alteration quotes for Protection Plans (formerly branded BT, Westpac or St. George) on the TAC.
With premium calculations presented in real-time and a user-friendly interface, Protection Plans alteration quotes make it faster and easier to help your clients explore their options and address affordability concerns.
We have launched with the two most frequently-requested alterations – decreasing sums insured and reversing/declining indexation – with additional functions coming soon.
This tool is helping make advice businesses more efficient, so you can focus on what matters most: supporting your clients.
What’s new in this release
- Decrease sum insured
- Reverse/decline indexation.
Updated resources
Download the Tech Guide
Visit the Tech Hub
Real-time alteration quotes: features summary
- Decrease sums insured
- Reverse/decline indexation
Note: Linked and Flexi-linked benefits need to be quoted separately.
Help us prioritise our technology investments
As we continue to enhance our technology, we’d love to know what you think. Visit the Tech Hub to:
- share your feedback about TAC alteration quotes
- see news and information about TAC resources and enhancements
- share ideas about other ways we can make it easier for you to do business every day.
If you have any questions or need support with TAC, please contact the team on 1300 553 764 or reach out to your BDM.
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