Download PDF
Size: 8421kb
The latest version of the guide is now available.
In June-2024, we released the first update to our Working together guide.
With easier navigation and new information about Live chat, Adviser edge and more, don't wait to download the new version.
We are dedicated to elevating our service standards and making it easier for you to place, retain and grow your business with us.
And our new Working together guide is a step in the right direction. It contains key information you need for doing your day-to-day business with us.
It covers our online platforms, how to get the most out of them, and how we can help you along the way. It is designed to be a handy reference tool and includes many links allowing you to access further online resources.
Since its launch last year, we have seen many Advisers download the guide and we are hearing how it’s helping them.
Working together guide – our #1 downloaded resource for Advisers.
"Great comprehensive guide for Advisers and their support staff. Covers the end-to-end process for an application/client including how to submit, payment options, where to view the progress of applications, underwriting , claims, etc. The links throughout the guide e.g. underwriting guide, learning HQ, adviser hub, and video links are very useful especially for visual learners. The guide has everything a brand-new Adviser would need to know about Fidelity Life and is an excellent guide for all Advisers to have!"
Roger Venkatesh, Maxwell Financial Services Ltd
The Working together guide can also help with:
New business and underwriting.
For more efficient illustrations and applications.
How to support your existing customers.
The details for day-to-day operational support.
Protect and value.
How we can help manage your customers’ changing financial needs.
Solutions.
A wealth of support to elevate your business to the next level.
How-to online platform videos.
We know the importance of finding more effective ways to work, so we've created a bank of instructional videos to help you navigate our online platforms.
They are designed to be easy to follow and highlight some of the key tasks you do daily that make illustrations, applications, and adjustments easier and quicker.
We hope that you'll find this guide to be a valuable business tool that makes doing business with us a bit easier.
Please share your thoughts on how we can further enhance your experience with us. We're committed to making your business interactions smoother and more convenient, which is why we value your input.
Reach out to your Business manager if you have any questions or insights. Otherwise, you can fill out the form below or email us on feedback@fidelitylife.co.nz.
How we will use your information.
The information you provide us will not be linked back to your records – it is anonymous. The information provided by the survey will allow us to enhance customer satisfaction and the Working together guide experience. At all times Fidelity Life will adhere to the Privacy Act 2020 (as may be amended or superceded). Our privacy statement sets out how we collect, use and hold your personal information.