Tools to transition to a virtual business

Many of you are now settling into the new normal of working remotely during the COVID-19 pandemic, but with all this change, there may be some areas that could be running more smoothly.

To help you transition seamlessly, we have collated a range of tools and resources to help you continue to provide quality advice to your clients while working remotely.

Remote management and communications tools

You may have heard of Zoom, but what about Slack and Microsoft Teams?

We have collated a list of helpful tools for you that can help you with client communication, team management, file sharing and continued productivity while working remotely.

Download our guide to working from home to get started.

Download our Working from home guide.

Transitioning to a virtual advice business

There are many new technologies and means to help you continue to provide accurate and compliant advice to your clients.

TAL Risk Academy has developed an on-demand course to help you adapt to a virtual advice business, Adapting Your Business to Provide Outstanding Service Virtually. This one hour course provides you with tools and tips to effectively transition your business, but also highlights what to be aware of when it comes to your compliance obligations and other considerations when working remotely.  In this course you will also hear from other advisers and get insight into their experience with a virtual business.

One key area that advisers may find difficult is the use of electronic or ‘wet’ signatures. The majority of TAL new business and alterations forms are accepted when signed electronically through DocuSign or Adobe Sign. This functionality applies to both TAL Accelerated Protection and Asteron Life Complete forms, and you can find out more here.

Building a new normal during COVID-19

Routine is extremely important to creating a new work environment for you and your team. We have collated some simple tips on the importance of routine and self-care while working remotely. Learn more here. 

In a changing environment, it’s also important to look after you mental wellbeing. TAL’s head of mental health, Glenn Baird provides some great tips to help support you and your clients mental wellbeing in the on-demand course Mental Wellbeing: Keeping it simple, available through the TAL Risk Academy.

If you require any further support while managing your business remotely, please contact your local sales team for further assistance.