We want to make it as easy as possible for our advisers to do business with us.
That’s why we’ve created a video library of short tutorials for you to follow. They provide a step-by-step guide on how to complete tasks on our adviser portal and to answer any questions you may have about our key processes.
Simply scroll down to watch these videos and see how easy it is for yourself!
NEOS commission cycle
We know how important cashflow is for our advisers, that’s why we pay commissions weekly.
Join NEOS Tele-interview Consultant, Erik Duran in this two-minute video as he explains the process and answers some frequently asked questions about the NEOS commission cycle.
Premium rollovers
Hear from NEOS Service Consultant, Mina Atalla on the premium rollover process at NEOS.
In this three minute video, he’ll also cover some tips on how to avoid processing delays and help get your clients protected faster.
How to lodge an application
NEOS Service Consultant, Sulianna Oen provides a step by step guide on how to lodge an application with NEOS.
Follow this eight-minute video for an easy-to-follow explanation of each stage of the process and get your clients protected fast.
Online transfer of ownership
Does your client want to transfer the ownership of their NEOS Protection plan?
NEOS Service Consultant, Mina Atalla shows you how to do this online in this two-minute video.