Insurance Adviser

Deliver an even better customer experience by removing rework and speeding up turnaround times

Cut out frustrating administration tasks so you can spend more time ensuring your customers are happy. At no cost to Advisers, we provide a single point where you can submit electronic applications and have visibility of work in the pipeline.

We offer you tools that help you enhance your customers’ experience

Our adviser portal connects advisers to our ecosystem of insurers and healthcare providers. You gain status visibility of your clients’ insurance medical requests, access to forms needed for applications and claims and GP insights which help you plan with more certainty and enhance the customer journey.

Adviser portal features

Track and Trace

Easily track the status of your clients’ insurance medical requests.

Doctor Lookup

Comprehensive NZ GP database with insights that help you plan with more certainty.

Digital Application & Claim Forms

Process information faster and give your clients’ the digital form experience they expect.

Track and Trace

Easily track the status of your clients’ insurance medical requests.

Save the hassle of having to constantly follow up with underwriters and doctors by getting real-time updates on the status of your clients’ medical information requests, online. And easily add your own notes and communicate with insurance personnel on each case, in a single place.

Doctor Lookup

Comprehensive NZ GP database with insights that help you plan with more certainty.

Use our comprehensive GP database to look up valuable information on your clients’ GP, including correct contact details, their average request turnaround time, and any specific consent forms they require.

Digital Application & Claim Forms

Process information faster and give your clients’ the digital form experience they expect.

Allow your clients to complete application or claim forms easily, quickly and securely on any device. Reduce rework, improve information quality and have peace of mind knowing that your clients’ information is well protected.

*Available Insurer forms are at no cost to advisers. Fees apply if you want us to build your own forms.

Request a demo

We'll provide you a live demo in person or remotely at a time that suits you.

PRESS RELEASE: HealthLink and Konnect NET to merge to form Clanwilliam Health