NEOS and Marloo Partner to Streamline Life Insurance Workflows with AI-Driven Pricing

Australian life insurance platform, NEOS and adviser productivity platform, Marloo announced a partnership that will give financial advisers access to pricing across the three products on the NEOS Platform directly within Marloo. The partnership combines Marloo’s AI-driven adviser workflow technology with NEOS’s award-winning platform and expertise to help advisers assess client protection needs faster and easier.

This means advisers using Marloo can now access indicative pricing and projections for NEOS Protection, Encompass Protection and Futura Protection as part of their existing advice workflows effortlessly and helping them deliver more informed client conversations. The integration has been designed to support advisers by providing quick access to insurance quotes and product insights during the financial advice process.

The partnership reflects a shared commitment to improving adviser productivity through practical applications of artificial intelligence and making life insurance easy through modern technology.

NEOS Managing Director John de Zwart said the partnership represents another step forward in leveraging technology to improve access to quality advice and insurance outcomes.

"At NEOS, we’ve always believed technology should make life easier for advisers and ultimately help more Australians access quality insurance solutions. By integrating our NEOS Platform pricing capabilities into Marloo’s platform, we’re giving advisers the ability to compare a range of quality retail advice products and provide advisers with a faster and more seamless way to explore insurance options within the tools they already use everyday.” said NEOS Managing Director John de Zwart.

"Our mission at Marloo is to be the AI partner for Advice businesses, helping advisers spend less time on administration and more time delivering value to clients. Partnering with NEOS enables us to bring high-quality insurance insights directly into adviser workflows, helping practices become more efficient while maintaining high standards of advice." said Marloo’s Founder, Shakeel Lala.

The integration is now available to advisers using the Marloo platform.