UA Sets New Benchmark: Full Digitisation of Advisor Management 📈

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• Union Assurance (UA) has achieved an industry first by fully digitising its Advisor Life Cycle Management process, establishing a new benchmark in the insurance sector. • This initiative transforms all advisor operations, from onboarding to self-servicing, into a seamless digital experience. • Key Innovations: Significantly accelerated advisor onboarding, leading to major improvements in operational turnaround times. Industry-first integration with the Sri Lanka Insurance Institute’s (SLII) digital examinations platform for instant verification of prerequisite requirements. Empowered advisors with intuitive self-service capabilities for fast service requests. • Overall Impact: The digitisation has resulted in increased productivity, improved data accuracy, a significantly enhanced advisor experience, and considerable cost savings for the organisation. • UA states the move reflects its commitment to innovation, sustainability, and building a scalable, future-ready platform for its advisor network.

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