Onboarding resource center and plan manager are new innovative digital resources available for financial professionalsJohn Hancock launches two new digital tools to help financial professionals better serve clients in the current digital environment in light of COVID-19.
BOSTON, May 27, 2020 – John Hancock Retirement today announced the launch of two digital tools, Onboarding Resource Center (ORC) and Plan Manager, to help financial professionals better serve clients in the current digital environment in light of COVID-19. Both tools are designed to increase efficiency using a digital, systematic approach to plan management that facilitates a setting where financial professionals can still provide diligent, personalized service while also growing their practice.
These tools can be found on John Hancock Retirement’s new Financial Professional Resources webpage, where advisors can find resources and support to help navigate the ever-changing digital environment.
“As the world continues to blaze a path into the digital space and clients’ businesses are disrupted now more than ever as a result of COVID-19, we understand the value of a systemized approach to plan management, and further, the importance of an efficient and adaptable plan advisor,” said Gary Tankersley, National Sales Manager, John Hancock Retirement.
As participant learning preferences were shifting towards digital prior to the pandemic, the newly launched ORC digital tool provides financial professionals with access to self-serve for participant onboarding and enrollment materials, aiming to help professionals meet participants where they are. Curated, ready-to-use materials available include demos, webinar recordings, meeting invitations, participant education flyers, and presentations that are ready for virtual or on-site meetings.
A New Digital Look
In addition to the new ORC tool, the redesigned Plan Manager digital tool offers simplified plan management that automates the process of servicing and optimizing each client’s 401(k) plan. The redesigned tool enables advisors to service their John Hancock plans remotely through the automated scheduling of plan sponsor and participant activities, includes access to a library of relevant participant education content, and provides expanded meeting, calendar and reminder capabilities like the newly available service activity plan, which summarizes the timing and substance of every planned interaction.
“We’re excited to expand our offering of digital tools to support advisors in developing reliable plan management systems to help them build efficiency as their practice grows even as clients, and the advisors themselves, face unprecedented challenges,” continued Mr. Tankersley.
ORC and Plan Manager are now available to John Hancock Retirement’s Open Architecture and Signature plans. These tools alongside the new webpage dedicated to resources for financial professionals are available on the John Hancock Retirement site here: https://retirement.johnhancock.com/.
*Use of the tools and resources indicated may be subject to approval by the broker-dealer. Financial advisors as asked to check with their firm prior to use.