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QLD ADVISER UPDATE

from Brett Leonard

I hope everyone had a fantastic April and made the most of all our public holidays, and the cooler weather as we head into my favourite time of the year.

Since my last State Manager update, I think it’s safe to say that the NEOS QLD team has kept ourselves busy!

  • NEOS celebrated its 4th consecutive quarter as the #1 insurer in the QLD market
  • James Duvall has been promoted to State Underwriting Manager QLD. Not only is James one of the best underwriters in the market, he’s a fantastic leader and this promotion is very well deserved
  • Leisha Steele joined James’ team as a Senior Underwriter from TAL
  • Jasmyn Rohweder joined the team as a tele-interviewer working with Jessica Dalby
  • Josh McCutcheon got married to Simone in a beautiful ceremony
  • Lauren Blakeley celebrated her 30th Birthday (perhaps a little too hard)!
  • We’ve (again!) outgrown our office and will be announcing a very exciting move soon!

As always, our underwriting team continues to push for 80% of underwriting decisions to be reached within 3 working days, so the team certainly welcomes the help of Leisha!

I’d say working at NEOS has always been rewarding and by far one of the greatest places I’ve ever worked. But just when we thought it couldn’t get any better, our entire business was given the opportunity to experience the Three Capes Walk in Tasmania over 3 nights (I’ve included some photos below). It was one of the best experiences of my life and to be able to do this with my peers really reinforced the type of business NEOS is and the amazing people we employ! Everyone had an outstanding time, and it gave us a chance to get to know each other a little better across different states and departments.

 

 

We’ve also continued to grow our library of content to bring value to your business and help with your CPD hours. So, when you see an invitation come from the team, please join us for the session and extend the invitation to your support staff. We know your time is precious; that’s why we’re making sure that each of our webinars are short and snappy (only 30 minutes!) and value add to your business. So far, we’ve seen over 1000 advisers attend our webinar series so keep an eye on our events page for new topics.

Before I sign off, I’d also like to wish those of you who are sitting the next FASEA exam the very best of luck! Don’t forget you must comply with FASEA’s Code of Ethics from 1 January 2022 to maintain your ‘existing adviser’ status and avoid the need to meet new entrant requirements. As always, the team and I are here to help so feel free to reach out if you need anything in the lead up to EOFY.

Brett

WORK WITH THE BEST THIS EOFY AND GET BUSINESS DONE FAST!

With the EOFY quickly approaching, we know there’s pressure to get business completed, and fast. So, if you’re hoping to have clients protected before the new financial year, it makes sense to work with best. Here’s six ways NEOS will help you to achieve your EOFY goals.

With the EOFY quickly approaching, we know there’s pressure to get business completed, and fast. So, if you’re hoping to have clients protected before the new financial year, it makes sense to work with best. Here’s six ways NEOS will help you to achieve your EOFY goals.

ONE:
Our turn-around times are unmatched: Completing business quickly and efficiently has always been at the core of what we do. That’s why we aim to make 80% of decisions in three working days. And while COVID-19 has presented underwriting challenges, we’re continuously optimising our underwriting rules engine to deliver the highest percentage of immediate decisions in the market. So, if you’re worried about slow insurer processes, worry no more.

TWO:
Our 3-year rate guarantee is still the only one: Give your clients the assurance of stable and fair pricing. In today’s uncertain environment, pricing certainty has never been more important. Choosing NEOS Protection means your clients can be confident their base premium rates won’t increase for three years from policy commencement.

THREE:
Our application and underwriting approach is market-leading: Our application is fast and easy to complete – it only asks the questions that really matter, in plain and direct English. Plus, our common-sense approach to underwriting limits and decisions mean additional requirements are minimised.

FOUR:
Our team has capacity to meet growing demand: In fact, we’ve continued to expand our tele-interviewing, underwriting and service teams to ensure we always have the capacity to support you and your clients. This includes completing tele-interviews within 1-5 days of request and responding to pre-assessment and service requests within 24 hours. Our experienced and passionate team are here to help.

FIVE:
Our service is, and always will be, outstanding: It’s a busy time of year, and waiting in call centre queues or for a response to your email or request is something no one has time for. Providing service that is fast, friendly, and reliable is central to the NEOS Experience. The experience that differentiates us from all other insurers in the market today.

SIX:
Our advisers agree: Don’t just take our word for it. Here’s just a small snapshot of what advisers have said about their NEOS Experience. As these advisers testify, NEOS really is the best choice for getting business done, fast.

It’s important to meet your end of financial year goals and ensure your clients have the protection they need. So, remember to choose the new leader in Australian life insurance. Choose NEOS.

ADVISERS VOTED US NUMBER 1 (AGAIN!)

Last year, you may have seen that NEOS was voted number one in Australian life insurance in the 2019 Adviser Ratings benchmarking study. Well, we’re proud to say that we’ve been awarded this title again (2 years in a row!) and we have you to thank for it.

Last year, you may have seen that NEOS was voted number one in Australian life insurance in the 2019 Adviser Ratings benchmarking study. Well, we’re proud to say that we’ve been awarded this title again (2 years in a row!) and we have you to thank for it.

In fact, not only was our Net Promoter Score (NPS) of 54 head and shoulders above the scores of our competitors, it was also higher than the NPS score we received in 2019 (which was 51).

If you aren’t familiar with Adviser Ratings, the study invites advisers to share their experiences with service providers, financial products and other key themes.

You can read more about this in our news article from last month.

NEOS EXECUTIVE RECRUITS

It’s no secret that NEOS has grown significantly over the last 12 months. To support this growth and ensure we can continue to deliver the NEOS Experience you know and love, we’ve made some key new appointments.

It’s no secret that NEOS has grown significantly over the last 12 months. To support this growth and ensure we can continue to deliver the NEOS Experience you know and love, we’ve made some key new appointments.

Specifically, in February, we announced 5 new appointments to our executive team and in the areas of claims, finance and implementation.

If you’re interested in meeting these new team members, you can read more about them here.

NEOS ADVISER RESOURCES

To help you understand what NEOS is all about, how we can help you and why we’re the right choice for you and your client, we’ve prepared an EOFY webinar that focuses on how we can help you get business done fast.

Visit our events page and register to attend the session coming up on 10th June.

We’d love to hear about your experience

NEOS is a life insurance business focused solely on the advised channel. This means that our success is dependent on your success. If there’s anything you feel we could be doing better or any suggestions for how we can improve the NEOS Experience, please let us know.

While this edition of our newsletter has highlighted some of the great successes we’ve recently had, we’re not too proud to think that we can’t be better.

Please don’t hesitate to reach out to myself as your State Manager or alternatively your BDM. We’d love to hear from you! And of course, positive feedback is also appreciated.