Aegon grants advisers quicker access to client medical reports

Aegon grants advisers quicker access to client medical reports

Aegon has launched an electronic solution for advisers to be able to collect clients’ permission to access medical reports.

The firm has embedded a new electronic AMRA into its online protection applications to make it easier for advisers to provide a client’s permission to request a medical report under the Access to Medical Reports Act 1988 (commonly known as AMRA).

The new service will form part of Aegon’s online protection dashboard, which launched for advisers earlier this year. 

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Previously, a wet signature was required for AMRA permission but Aegon said this new service not only removes this requirement but also removes the requirement for an electronic signature. 

The online form has been streamlined further with a simple ‘tick box’ confirmation on the application form, making it easier for advisers to get their clients’ protection in place.

Helen Morris, head of underwriting and claims at Aegon, said: “We’re committed to making it easier for advisers to work with Aegon and we continue to invest in our protection business and the enhancement of digital journeys. 

“Following the launch of the online protection dashboard earlier this year, the electronic access to medical records solution is another milestone in this commitment to streamlining our processes. 

“It removes the barrier of separate forms with a wet signature to help more families and businesses secure their protection needs quicker and easier.”

The launch of the electronic AMRA follows on from the launch of the online protection dashboard in May this year, where advisers can create and submit applications, track applications in real time, provide a policy start date and receive documents electronically.

Aegon said it is working with UnderwriteMe, who have supported throughout the process of building the adviser dashboard, to adopt and embed the electronic AMRA permission, which will also be available to use via their Protection Platform.

Simon Jacobs, business development director at UnderwriteMe, said: “At UnderwriteMe, we pride ourselves on improving the protection customer journey. Speeding up the access to medical records will reduce the time taken to get customers the peace of mind they need. 

“Our partnership with Aegon will continue to use technology to improve the adviser and customer experience alike.”

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