Manage your policies seamlessly
Because each partnership deserves the best tools, OneLife provides you with day-to-day support through solutions designed to simplify management, increase transparency and sustain your performance.
With our secure digital platforms— youroffice and OneLife OneApp — you have 24/7 access to your portfolio and a wide range of features that save time and enhance efficiency.
youroffice: your secure professional space
youroffice is the online platform dedicated to managing your business with OneLife.
With its ergonomic and intuitive interface, you can:
- Access financial information (external fund performance, PRIIPS documents and ESG information)
- Submit policy applications and carry out transactions digitally (additional payments, switches, administrative operations, etc.)
- Track the status of your ongoing transactions
- Consult your commission reports and key activity indicators (by product, fund and client category, premiums vs surrenders)
Services designed for professionals
OneLife offers a range of additional services to deliver even more value and efficiency in your daily work:
- X-Ray and Quick Rank financial analysis tools (in partnership with Morningstar): compare funds, create model portfolios and refine your investment strategies
- Switch and mass rebalancing: simultaneously apply the same switch strategy or portfolio model to multiple policies simultaneously
- Automatic switch option: set predefined triggers to secure gains and limit losses for your clients
- Simplified electronic signature: allow your clients to validate their transactions remotely, without logging into their account - fast and secure
- Client knowledge tool: quickly identify files requiring updates (client information or identity documents) and perform them online
- B2B data exchange services: integrate OneLife data directly into your own systems to streamline and automate reporting
OneLife OneApp: your portfolio always within reach
OneLife OneApp: your portfolio always within reach
Available on iOS and Android, the OneLife OneApp app gives you access to most of your key data wherever you are:
- View and monitor client policies in real time
- Access external fund performance
- Track the status of your transactions
- Explore customised dashboards for your portfolio
All tools are available in French, English and Dutch.
100% digital experience, 100% OneLife
