Adviser Portal Webinar Series

This webinar series is designed to guide you through the operation of the new Adviser Portal and provide the opportunity to ask a range of questions.

View the webinar calendar and book your session

Webinar Curriculum

Webinar 1 – Adviser Portal Essentials

  • What’s changing for your practice and how to get ready 
  • Information about your first-time login
  • Normal login procedures
  • The new dashboard 
  • How to get help

Webinar 2 – Quoting for a Client

  • What’s changing for your practice and how to get ready
  • How to tailor quotes to your client’s needs using the new quote tool

Webinar 3 – Actioning and Tracking Applications

  • What’s changing for your practice and how to get ready
  • How to take a quote through to application submission
  • How the options for completing personal statements have changed
  • The new features for tracking applications and actioning outstanding requirements

Webinar 4 – Managing Your Existing Clients

  • What’s changing for your practice and how to get ready
  • The new pages that list all policies related to a client
  • How to view a client’s past and current activity
  • A view of the retention dashboard in action
  • Insights into how the new customer portal will improve your clients’ user experience

Webinar 5 – The Full Experience – Quotes, Applications and Client Management

  • What’s changing for your practice and how to get ready
  • How to tailor your quote to your client’s needs using the new quote tool and how to take it through to application submission
  • The new features for tracking applications and actioning outstanding requirements
  • The new client pages that list all policies related to a client
  • How to view a client’s past and current activity
  • A view of the retention dashboard in action
  • Insights into how the new customer portal will improve your clients’ user experience

View the webinar calendar and book your session

Meet the trainers

Nelson Wrightman Nelson Wrightman

With over 12 years’ distribution experience in Telecommunications, Media and Financial services, Nelson is currently one of MLC Life Insurance’s valued distribution consultants. In his six years with us, Nelson has worked as part of Adviser Services, Remuneration and Underwriting. While working closely with financial advisers and their support staff, Nelson assists with improving practice efficiency and the understanding of our products, systems and processes.

Simon PitaSimon Pita

With a Diploma in Financial Planning and previous experience in Financial Services, Simon joined MLC Life Insurance in 2018 and currently works as a Distribution Consultant. He is focussed on improving business processes and efficiencies, enabling advisers to dedicate more time to their clients.

Adam OzolsAdam Ozols

Since joining MLC Life Insurance in 2017 as a Distribution Consultant, Adam has been able to utilise his knowledge from his previous career as a financial adviser. With a Masters of Financial Planning and 15 years’ experience working in Financial Services, he thrives on sharing his knowledge when advising his clients on best practice with systems, processes and business efficiency.

Lucy ScottLucy Scott

With a career in Financial Services spanning 37 years and a Diploma in Financial Services, Lucy brings a wealth of experience and knowledge when engaging her clients. Upon joining MLC Life Insurance 12 years ago, Lucy has consistently offered financial advisers total solutions in response to their clients’ insurance needs.

Benoit DeslongraisBenoit Deslongrais

For over a decade, Benoit has worked in Financial Services in the areas of adviser support, retention and distribution, building on knowledge gained from his Bachelor of Business. Since joining MLC Life Insurance as a Distribution Consultant in 2018, Benoit has built strong relationships with financial advisers by applying his experience to add value to their practices.

Andrew BuccheriAndrew Buccheri

Having joined MLC Life Insurance in 2015, Andrew has been utilising his financial services knowledge as a Distribution Consultant for the last two years. With a Bachelor of Commerce and seven years’ industry experience, Andrew delivers strategic advice to promote business growth and efficiency.

Liana MercuriLiana Mercuri

With a Bachelor of Commerce, Liana has gained 10 years’ experience in Financial Services working in boutique adviser offices, NAB and MLC Life Insurance. She currently holds a position as Distribution Engagement Manager working closely with advisers and support staff. In her role, Liana consults with her clients around business efficiency, our products, systems and processes.

Michael SpriggsMichael Spriggs

Michael has worked at MLC Life Insurance for the past 14 years in several areas including administration, adviser support, coaching and distribution. As a Distribution Consultant, he assists advisers and support staff with our products, systems and processes to increase efficiency in their practice.

Michael VicigMichael Vicig

With experience in communication, client services and analysis spanning 15 years in the Education and Media sectors, Michael currently works as a Distribution Engagement Manager at MLC Life Insurance. His role entails consulting with advisers and their support staff to recommend best practice when connecting and engaging with their clients.

Donna WilsonDonna Wilson

For nearly 20 years, Donna has been working in Financial Services advising and supporting clients. Since joining MLC Life Insurance three years ago, she has held the position of Distribution Engagement Manager. For the benefit of her clients’ practices, Donna consistently draws on her vast experience in relationship building, advice, coaching and training staff.