1Life Vantage 4+

Broker Platform

UPSTREAM ADVERTISING (PTY) LTD

Designed for iPad

    • Free

Screenshots

Description

1Life Vantage is a revolutionary application that enables superior advice and ensures that financial advisers and their clients can develop sound financial strategies. 1Life Vantage offers end to end simplicity and convenience which includes:
• Simplicity and Convenience
• It is digital - there is no unnecessary paper
• Broker support through online broker consultants and assisted advice in real time via our adviser call centre 24/7.
• 1Life Vantage is a fully integrated digital solution incorporating the 1Life Risk and Investment product range.
• A simplified, real-time underwriting process allowing products to be structured without intensive administration. This makes insurance easier to buy and improves the access and affordability of all 1 Life products. Acceptance in under 35 minutes rather than 3 to 5 weeks.
• The 1Life application delivers straight through processing with 96% acceptance on case.
• 4 unique commission models with daily commission payments
• Both intermediary and client engagement without disinter-mediation
• Client interactions and advice is continuously backed up via the cloud

Product of UPSTREAM ADVERTISING (PTY) LTD (Reg. No.2002/028296/07)

What’s New

Version 1.2.6

- Fixed prospects not deleting on mobile
- Fixed policies not loading on mobile
- Fixed products not loading on mobile
- Fixed endless splash screen loader

App Privacy

The developer, UPSTREAM ADVERTISING (PTY) LTD, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Health & Fitness
  • Financial Info
  • Location
  • Contact Info
  • User Content
  • Identifiers

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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