BT LifeCENTRAL Transition

• BT Life, TAL and Asteron Life data and reports will all be in one place - on the TAC
• Certificates of Currency can be generated through the new 'Self-service' option
• Comprehensive search engine across your entire portfolio, for forms and client/policy details
• The TAC houses a range of tools, calculators and the market leading TAL Risk Academy which you and your support staff can access and use for your professional development
• You can access our enhanced interactive Business Insights and Reporting

If you haven’t received your TAC Login code, please call us on 1300 553 764 (Option 2). We can assist you with this process.

You can also find more information about the process of setting up your TAC account here.

Please send an email to adviser.admin@tal.com.au and our Adviser Administration team will action your request. 

You’ll need to include the following details in your email when you send them this request:

• your existing and new TAC Login codes, 
• your full name, and 
• your email address.

Our Adviser Administration team will confirm via email once they action your request to merge or consolidate your TAC Login codes. Please allow up to 5 business days for this to be actioned.

You can reset your password using the instructions on page 2 in the Quick Reference Guide Getting Started in the TAC.

Please allow 2 business days for this information to appear in the TAC.

In TAC Settings, an adviser has the ability to manage access for their support staff.  

• They can add a new user,
• They can view and edit permissions of existing users.  
• They are responsible for removing Support Staff access when a team member 
- no longer works for that Adviser and/or 
- should no longer have access to that Advisers client details.

Please refer to our Quick Reference Guide Getting Started in the TAC for more details.

For change of details, termination requests, Licensee and Adviser registration (and/or amendments), please email adviser.admin@tal.com.au 

You can request an Inforce quote or a Cancel & Replace quote through the TAC by following the steps below:

Inforce Quote

1. Login to the TAC

2. Locate and select the policy you need a quote for

3. Click on "Existing business quote"

4. Enter the quote details into the online form and click submit.

Cancel & Replace Quote

1. Login to the TAC

2. Locate and select the policy you need a quote for

3. Click on "Existing business quote"

4. Click on (and download) the “BT Manual Quote Form”. Alternatively, you can find the "BT Manual Quote Form" via the Search Forms and Documents menu

5. Complete the writable PDF template of the "BT Manual Quote Form".

6. Email the completed BT Manual Quote Form to btlifequotes@tal.com.au

For more information on BT Life Quotes, please click here.

All BT Life forms and documents such as Adviser Guides will be available on TAC, under “Search Forms and Documents”. 

The last 12 months correspondence previously accessed in Life Central will be available in the TAC. This includes:

• Dishonour Letters
• Renewal Documents
• Tax Statements
• Cancellation Letter
• Welcome Pack

From late 2023/early 2024, all historical correspondence will become available on the TAC.  If you are unable to find any correspondence, please reach out to our Contact Centre 1300 553 764 (Option 2).