NEOS, an Australian life insurance platform, and Marloo, an adviser productivity platform, have entered into a partnership that will embed NEOS pricing directly into Marloo’s adviser tools.
Under the arrangement, financial advisers using Marloo will be able to access pricing across all three products available on the NEOS Platform, without leaving their existing workflow.
The tie-up brings together Marloo’s AI-driven adviser workflow technology with NEOS’s insurance platform and sector expertise, with the aim of helping advisers evaluate clients’ protection needs more quickly and with less friction.
As a result of the integration, advisers on the Marloo platform can pull indicative pricing and projections for NEOS Protection, Encompass Protection and Futura Protection straight into their advice process, a feature intended to support more informed discussions with clients. The companies said the integration has been built to give advisers rapid access to quotes and product information at the point of advice.
Both businesses framed the deal as part of a broader push to make artificial intelligence genuinely useful in day-to-day advice work, alongside a wider goal of simplifying the life insurance process through digital tools.
The integration is live now for advisers 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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