LIFT
Smarter , faster , easier : Upgrading the way you do business
The Life Insurance Future Transformation ( LIFT ), is designed to improve the onboarding process for you , our valued advisers . This platform has recently been updated as part of our ongoing efforts to enhance your experience and simplify doing business . These enhancements will further streamline our application processes and build on the journey we started in 2024 . LIFT remains in its pilot phase as we continue to refine and improve it .
The latest update will allow you to quote and apply for existing members . This means that you will be able to quote for both new and existing members . These updates include the following features : 1 . Increase or reduce cover amounts : Cover levels can be increased or decreased via the New Onboarding platform .
2 . Modify S & PI waiting period and / or expiry age : Tailor the waiting period and expiry age to suit your client ’ s unique situation , all in one place .
3 . Change premium pattern or policy term : Easily modify the premium pattern ( level or agerelated ) or cease age of the policy , depending on the client ’ s needs .
4 . Add or remove rider and / or accelerator benefits : Seamlessly add or remove optional rider and accelerator benefits , based on the member ’ s needs , to personalise their cover .
5 . Add new standalone policies : Provide comprehensive cover for members and greater choice and flexibility , based on their needs .
6 . Adviser appointment and member linking : Easily link a member to your profile .
7 . E-mail notifications for online application submissions : A streamlined process where you no longer need to e-mail PPS the accepted application process .
NB : LIFT will allow you to quickly compare PPS quotes across different scenarios , allowing you to evaluate and select the optimal benefit structure for your client with ease .
The ability to make these changes online will result in faster processing and a smoother experience , helping you to manage and personalise your clients ’ policies more effectively .
WE VALUE YOUR FEEDBACK
If you are part of the pilot group testing this platform , we would appreciate your feedback as we continue to refine the system to meet advisers ’ needs . Please send us any comments on the system to support @ pps . co . za . You are also welcome to use this e-mail if you would like to find out more about it .
Be sure to keep your eyes open for the official release of this platform in due course .
08