NEOS, an Australian life insurance platform, and Marloo, an AI-driven adviser productivity platform, have entered a partnership that brings NEOS’s insurance pricing directly into Marloo’s software for financial advisers.
Under the agreement, advisers using Marloo will be able to view pricing across all three products available on the NEOS Platform without leaving their usual workflow. The tie-up brings together Marloo’s AI-based adviser tools with NEOS’s platform and insurance expertise, aiming to help advisers work out clients’ protection needs more quickly.
Specifically, advisers on Marloo can now pull indicative pricing and projections for NEOS Protection, Encompass Protection and Futura Protection while working through their standard advice process. The integration is intended to give advisers faster access to quotes and product details as they build client recommendations, without needing to switch between separate systems.
The integration has already gone live, and is available now to any adviser using the Marloo platform.
NEOS Managing Director John de Zwart said, “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.”
Marloo Founder Shakeel Lala said, “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.”
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