From 23 August 2021 we’ll process any adviser changes requested by a customer, on the same day. The 10-day period you previously had to wait before accessing customer information on Adviser Centre will no longer apply.
Should you need to reverse the servicing adviser change, a signed request from all policy owners will still be required.
Managing customer requests promptly and correctly is important to us. When receiving a customer request via an adviser, we need a record of the request and the relevant paperwork to support it before we’re able to action it.
Please provide the following when instructing us on a customer’s DD:
Well done to everyone who’s completed their product accreditation. If you haven’t yet completed it or need a hand, please contact your Business Manager or Leigh Bennett on 021 278 1491.
Advisers who haven’t completed accreditation by 17 September 2021 will have their agencies suspended – this means that all commission will be held until it’s completed.
As we near the end of 2023, we’re not slowing down with our commitment to deliver new features, clear communication and improved service for you and your customers. In this issue you can read about our brand-new Working together guide, register your interest for Adviser edge, see our new transparent turnaround times and more. This is your November update.
As we near the end of 2023, we’re not slowing down with our commitment to deliver new features, clear communication and improved service for you and your customers. In this issue you can read about our brand-new Working together guide, register your interest for Adviser edge, see our new transparent turnaround times and more. This is your November update.
With Engage 2023 (and all its exciting announcements) in the rear-view mirror, we hope one thing is clear: we’re lifting our game for you. We’re committed to doing better by you, our adviser community – now it’s time for us to deliver. In this issue we’ll be highlighting some of the steps we’re taking to make your life easier. You can read about our range of new adviser-first features, learn more about Adviser edge, and see us stick to our promise of showing you service turnaround times. This is your October update.
This month we’re celebrating our inaugural Career connect graduates, reflecting on our first year of sponsorships, and bringing you some key news from around the business. This is your August update.