Marloo and NEOS partner to bring AI-powered insurance pricing to financial advisers

Australian life insurance platform NEOS and adviser productivity platform Marloo have announced a partnership that will give financial advisers access to pricing across the three products on the NEOS Platform directly within Marloo. The partnership combines Marloo's AI-driven adviser workflow technology with NEOS's award-winning platform and expertise to help advisers assess client protection needs faster and more easily.

This means advisers using Marloo can now access indicative pricing and projections for NEOS Protection, Encompass Protection and Futura Protection as part of their existing advice workflows, helping them deliver more informed client conversations. The integration has been designed to support advisers by providing quick access to insurance quotes and product insights during the financial advice process.

The partnership reflects a shared commitment to improving adviser productivity through practical applications of artificial intelligence, and to making life insurance easy through modern technology.

NEOS Managing Director John de Zwart said the partnership represents another step forward in leveraging technology to improve access to quality advice and insurance outcomes.

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 every day.

— John de Zwart, Managing Director, NEOS

Marloo's Founder, Shakeel Lala, said the integration brings high-quality insurance insights into the tools advisers already work in.

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.

— Shakeel Lala, Founder, Marloo

The integration is now available to advisers using the Marloo platform.

About Marloo

Marloo is the chosen AI partner for Australia's top advice businesses. It is designed to help advice businesses operate at greater velocity by using their new and existing client information to automate administrative tasks, enhance client engagement and improve practice efficiency. By integrating intelligent workflows into the advice process, Marloo enables advisers to spend more time delivering strategic advice and less time on manual administration.

About NEOS

NEOS is a specialist life insurance business focused on helping advisers and partners deliver quality protection solutions to Australians through innovative technology, exceptional service and market-leading products. The NEOS Platform is the first life insurance product platform in Australia, giving advisers access to a range of quality products in the one place.