Welcome to our first newsletter of the year. We’re committed to continuing to fulfil the commitments we made last year, and we have some exciting new initiatives to share with you too.
The year’s off to a great start. Earlier this month, we held our inaugural Practice manager summits in Christchurch and Wellington to a warm reception, with Auckland soon to follow. We’ve also introduced a new dedicated Adviser services team to help you do business with us more easily – more on that below.
You can also read about our latest Outward Bound course recipients, express your interest in our new E-App and our Professional pathways programme, learn how to take advantage of our latest product enhancements, and more.
This is your February update.
Your E-App experience is about to get better, with an overhauled interface and several new features on the way. This includes:
 |
Easier and more efficient applications. |
 |
New look with flexible navigation. |
 |
Streamlined underwriting. |
The new E-App will no longer require a separate paper form and handwritten signature for declarations and direct debits, plus it includes other newly automated processes to make your job easier.
With this revamp on the horizon, we need your help crafting a training experience that works for you.
Register for training today.Over the last 12-months, we’ve seen a large reduction in turnaround times across the board. We hope this makes your job easier as we continue working to cut wait times even further.
In September, we introduced our dedicated Adviser services team. They're here to reduce call times, provide efficient assistance, and ensure you have access to help every step of the way.
Learn more.Recognising our strategic priority to lift our game for Advisers, we’ve recently made some changes in our Sales and Service area that bring our Executive team closer to both Advisers and customers.
Unfortunately, one of these changes has resulted in Mel Beattie’s Head of Distribution role being disestablished, and our Senior Business Managers and Strategic Alliance Manager now report directly to Bronwyn Kirwan. We’d like to thank Mel for her time with us, and we wish her all the very best for the future.
Last year we increased standalone Trauma cover limits for children – here’s a quick way to check if your clients are eligible to increase their existing cover.
A big thanks to the 128 Advisers who completed our recent survey about health and life insurance. Congratulations to our 3 gift card winners.
For the second year running, we’re supporting a group of advisers to head outside for a 5-day Outward Bound leadership course in Anakiwa, Marlborough.
Expressions of interest are closing soon for our new development programme. With only 50 spots available, it offers online and in-person education, mentoring, and more.
As part of our continued commitment to you, our adviser community, we’ve been working hard to bring you new initiatives that are designed to enhance your experience of doing business with us. In this month’s issue of On point, we’re celebrating the launch of our new suite of professional development programmes with Adviser edge, and giving you some handy reminders about events and promotions. This is your April update.
We’re back with another collection of news, reminders and offers to help you stay informed and take advantage of our latest resources. In this issue, we're celebrating our recent Practice manager summit and gearing up for what will be a huge Engage 2024 – plus you can check out our extended No policy fees for life* offer, download our Advice for good social assets, and check out some important updates and reminders. This is your March update.
It’s been wonderful connecting with many of you over the last couple of months. Since I joined the company in October, I’ve had the pleasure of hitting the road and meeting over 150 members of our Adviser community across New Zealand.
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.