OnePath Adviser Advantage

In a market where client expectations are rising and regulatory requirements are tightening, advisers need a platform that not only simplifies the sales process but also enhances the quality of advice delivered. The OnePath Adviser Advantage is a comprehensive suite of tools, resources, and support services designed to give financial advisers a clear edge.

Why Choose OnePath?

OnePath is built on three core pillars that matter most to advisers and their clients:

• Integrated Product Suite: A full range of life, disability, income protection, and wealth solutions that can be tailored to any client profile.
• TechnologyDriven Sales Experience: A digital frontend that guides you through compliance, underwriting, and documentation in real time.
• Dedicated Adviser Support: Ongoing training, marketing resources, and a Business Development Manager (BDM) who understands your practice.

Key Features of the Adviser Advantage

1. Seamless Quote and Application Process

The platforms quote engine pulls together underwriting requirements from multiple carriers, delivering an instant, sidebyside comparison. Once a client selects a solution, the application is autopopulated with data already collected, reducing manual entry and errors.

2. Compliance Built In

Regulatory checks are embedded at every step. The system flags missing disclosures, ensures appropriate risk profiling, and generates a compliance audit trail that can be exported for regulator review.

3. ClientCentric Dashboard

Clients receive a personalized portal where they can view policy documents, track claim status, and update personal details. This level of transparency improves client satisfaction and retention.

4. Ongoing Adviser Education

Access to webinars, elearning modules, and product briefings keeps you uptodate with the latest industry trends and product enhancements. All content is accredited for CPD points.

5. Marketing and Referral Tools

Readymade brochures, email templates, and social media graphics help you market your services efficiently. A builtin referral engine tracks introductions and rewards both you and your partners.

How the Advantage Impacts Your Bottom Line

When you combine faster processing, higher conversion, and stronger client relationships, the financial impact is tangible:

• More Business per Hour: Automated workflows free up time for relationship building and new client acquisition.
• Reduced Administrative Costs: Fewer errors mean fewer reworks and lower operational overhead.
• Higher Retention: Clients who can view and manage their policies online are 20% more likely to stay with the adviser longterm.
• Scalable Growth: The platform is designed to grow with your practice, supporting multiple advisers and offices from a single account.

Getting Started is Simple

1. Contact your Business Development Manager (BDM) They will assess your practices needs and customise the onboarding plan.

2. Attend a Live Demo See the platform in action, ask questions, and explore the features that matter most to you.

3. Complete Onboarding Training Our dedicated support team will guide you through setup, data migration, and compliance checks.

4. Launch & Grow Start quoting, selling, and retaining clients with the full power of OnePath behind you.

Ask Your BDM for More Details

Every advisers situation is unique. Your BDM can provide:

• Detailed pricing structures and volumebased discounts.
• Tailored integration options for your existing CRM or practice management system.
• Case studies from advisers with similar client bases.
• Personalised roadmap to maximise the advantage for your practice.

Dont let outdated processes hold you back. Embrace the OnePath Adviser Advantage and position your practice at the forefront of modern financial advice.