July 2019.
On point

July 2019.

Welcome to your July issue of On Point.

Read on for the latest news from our New Business and Underwriting teams and get up to speed on an important clarification to the Buy-back option for Trauma Multi – Accelerated.

Two Months Free SQUARE

Act now - there’s just over two weeks to go!

Our two months free campaign is coming to an end soon but there’s still time for customers to benefit.

Product tip – update to Trauma Multi Buy-back option

Advisers have told us we need to be clearer on how the Buy-back option for Trauma Multi – Accelerated works. We’ve listened and are pleased to confirm that all Trauma Multi – Accelerated policies with the Buy-back option are eligible to buy back their reduced Life Assurance cover after each full benefit claim payment – following the stand down periods.

We’ve updated our factsheets – the pdfs are now available and printed copies will be in stock soon. This update will also be made next time we update our policy wordings.

Product Documents

Taking New Business and Underwriting to a new level

Recently we’ve re-aligned our teams to allow us to keep upskilling our people and boost communications and engagement with advisers.

Read more

Sian Johnson - Head of Underwriting and New Business

Sian continues to head up these key teams and is 100% focussed on providing you with exceptional service so together we can deliver good customer outcomes.

Ariana Foote and Kim Richards - Underwriting Team Managers

To improve efficiencies our Underwriters now work in two teams managed by Ariana and Kim, two of our best and most senior Underwriters.

Monique Ravening - Underwriting Professional Development Manager

This new role sees Monique focusing on the training and development of our Underwriting team members which means our knowledge and skill levels will continue to be among the best.

Leigh Bennett – Underwriting Relationship Manager

Leigh now works alongside me and our other Business Managers and Business Account Managers to help you better understand the end-to-end underwriting process and ultimately deliver better customer outcomes.

Andrew Watts – New Business Manager

Aaron Wallace – Senior New Business Administrator

Our combined Key Account Management and New Business teams, under the leadership of Andrew with support from Aaron, will ensure our service is second to none. They’ll be working on upskilling the team and improving our communications with you.

Listening Post

When customers need to make a claim, chances are something bad’s happened to them or a loved one. We often hear feedback from customers that they appreciate our claims team’s empathetic communication and efficient service during these difficult times.

Through Listening Post, customers also continue to tell us how much they appreciate the support from their adviser throughout the claim journey. Making a claim often involves multiple forms and gathering personal information so having their adviser to assist and act on their behalf can really help.

Upcoming ACC training in Auckland

Our ACC training sessions will help you make more informed recommendations to your customers. Session details are below – keep an eye out for dates in Southland coming soon.

Session details
Date Location
23 July, 9:30am - 12pm
23 July, 9:30am - 12pm