Giving you more clarity on your Tele-Interview applications
You'll soon have greater visibility of your clients' Tele-Interview progress in the TAL Adviser Centre (TAC)
In the coming weeks, TAC will display two new Tele-Interview statuses, making it easier to see where an application is in the process and when you may need to follow up with your client.
This enhancement is for information purposes only and does not require any action from advisers.
The following statuses will now be visible in TAC:
| Expired | As the required interview was not completed within the requested timeframe of 90 days, we are currently unable to progress the application. If you wish to continue, we will require a new quote and Tele-Interview request. |
| Held | The application has been placed on hold and will not proceed until further action is taken by a customer or adviser. |
Retention and visibility
To help protect customer information, Tele-Interview records displayed in TAC will be disposed (deleted or de-identified) if they remain in Held or Expired status with no activity for six months, in line with our retention guidelines. Read more here >
Need help?
For questions about underwriting requirements, please contact your Underwriting team on 1800 226 469 Monday to Friday 8.30am-5pm AEST.
For questions relating to application statuses displayed in TAC, please contact Adviser Solutions on 1300 286 937 Monday to Friday 8am-7pm AEST or accelerateservice@tal.com.au.
Disclaimer
The security and confidentiality of client data is a responsibility we take very seriously. TAL reserves the right to change retention periods at any time, in light of legal and regulatory requirements or developments, customer experience, risk management (including privacy, data security, cyber and technology) and any other relevant matters.