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BGL adds life insurance filters to Simple Fund 360 Big Data

By November 6, 2017January 15th, 2018Homepage, News

BGL Corporate Solutions, Australia’s leading developer of SMSF administration and ASIC corporate compliance software solutions, has added new filters to Simple Fund 360 Big Data views to help clients review the life insurance of SMSF fund members and obtain a quote for life insurance from Australian Group Insurances Pty Ltd (AGI) insurance.

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All SMSF Trustees are required each year to consider whether fund members require life insurance. This new feature makes it easy for Simple Fund 360 clients to fulfil this obligation.

“This highlights another way how Big Data is helping our clients says BGL’s Managing Director, Ron Lesh. “In a few mouse clicks, Simple Fund 360 clients can review a fund members’ life insurance, prepare an insurance quote, pre-fill an insurance proposal and purchase the policy. This is what integration and automation is all about”.

John Felsch from AGI, providers of the insurance added ”This is a great partnership for AGI. BGL Simple Fund 360 clients now have simple automated access to AGI’s SMSF Master Insurance Plan, a product specifically designed for SMSF members”.

BGL, through Simple Fund 360, has created a streamlined solution to provide SMSFs online access to life insurance at competitive wholesale rates – providing significant savings for SMSF members. This exciting new solution also makes it easy for BGL clients to highlight SMSFs without insurance.

This insurance is underwritten by AIA Australia, one of the largest insurers in the country who provide life insurance to over 3.2 million Australians.

This is just one of a host of new features added to Simple Fund 360 over the past few months.

Simple Fund 360 is now the preferred SMSF admin software for over 3,300 SMSF administrators and accountants representing over 180,000 SMSFs.

Earlier this week, a BGL client loaded the 150,000th company on CAS 360, BGL’s market leading ASIC corporate compliance solution. “We have reached this milestone in less than 9 months” said Lesh. “Just a fantastic team effort”

Ron Lesh

Author Ron Lesh

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