June 2024
On point

June 2024

Your voice matters to us, and we’re always proud to bring you news that reflects that. This month, we have several updates to share that were directly motivated by your feedback.

From the recently enhanced E-App platform to the new improvements we’ve made to Monthly mortgage repayment cover and mandatory medical limits for BMI, your input has been invaluable in shaping our latest initiatives.

Read on to learn more about these enhancements, get the latest updates from your Adviser council, enter for the chance win a $300 gift card and more.

This is your June update.

Introducing new product enhancements for Monthly mortgage repayment cover.

We're excited to introduce 2 key enhancements to our Monthly mortgage repayment cover, prompted by feedback from you, our adviser community. These updates are designed to provide customers with greater flexibility and increased coverage.

Recognising the financial pressures many are facing today, we’ve made these enhancements to help New Zealanders achieve greater financial certainty when it’s time to make a claim.

These changes are now available to both new and existing customers.

Find out more.

New: Even easier applications for BMI-related medicals.

We’re pleased to announce that our mandatory medical limit for BMI has been increased to a BMI of 37, meaning more customers can enjoy a speedier application process without the need for additional tests or medical information.

This will allow more customers to obtain cover with 1 less barrier, saving time and avoiding the hassle of extra medical tests.

View the new underwriting guide.

How your new E-App is making business even easier.

Last month we launched your new and improved E-App, featuring an upgraded interface, paperless signatures, effortless underwriting and more.

Thanks for all your feedback so far – we’ve been blown away by the reactions we’ve been hearing from advisers and they’ve led us to make some small improvements already.

"Client doesn’t need to physically sign – love it!"

"The flow and layout is very good. It's easy to follow and complete."

"The DD and Declaration is 100x better."

If you haven’t given it a try already, now’s a great time to get up to speed with your new E-App. To help you get started, a full webinar recording is now available.

Watch the webinar.

And as always, we’re keen to hear from you. If you have any comments to share about your experience with your new E-App, please don’t hesitate to submit them here.

Give feedback.

Plus, don’t forget that you can enjoy an extra 10% commission on applications submitted through your new E-App before 27-August 2024*.

Learn more.

*Terms and conditions apply.

An update from your Adviser council.

We recently hosted our Adviser council for a quarterly meeting, where the council covered a fair bit of ground.

Members weighed in on the latest business update, covering Fidelity Life's strategy for the next 6-months and beyond, and explored income protection benefits across different client scenarios.

They also participated in a round table conversation which looked at emerging industry trends, and provided feedback on planning for the upcoming Engage 2024 conference, giving attention to the event agenda and speaker lineup.

“I have no doubt that the continuation of the Adviser council will serve to ensure our industry respects and uplifts each other in business.”

- Adviser council member.

We want to know what you think the council should cover next quarter, as your insights play a crucial role in shaping our future initiatives.

Submit your ideas through the form below, or get in touch at advisercouncil@fidelitylife.co.nz.

Share your ideas.
Working Together AH

New and updated: Helping you work with us.

The Working together guide is just one of the ways we’ve been making it easier to do business with us.

It contains key information about new business and underwriting, links to all our online platforms, how-to videos and more.

We’ve just published the latest version of the guide, with improved navigation, up-to-date contact info and additional updates inside.

Download now.
Survey AH

We appreciate your feedback.

We’d like to give a big thanks to everyone who filled out our recent survey, and congratulate Howard Finn from Threefold Mortgages Limited, our prize draw winner.

If you missed out, don’t worry – we’ve extended the deadline by another month, so you have until 21-July 2024 to enter the draw. Terms and conditions apply.

Another $300 gift card is up for grabs.

Share your thoughts.
Success AH

Customer engagement initiative.

Remember, there are only 5-weeks left until the closing date for our Customer engagement initiative 2024. We’ll be getting ready to congratulate the successful candidates very soon.

If you’re registered, feel free to contact me anytime for an update on your progress.

Mail AH

A heads-up on commission payments.

Due to Matariki falling on 28-June this year, coinciding with our end of financial year, the commission payment for July will be paid on 3-July.

We appreciate your understanding.

Related Articles

On Point 3

July 2024

This month, we have some exciting updates and offers that you won’t want to miss. First up, we’re rolling out an enhanced GP lookup feature for your new E-App, to make your job a little bit easier. There’s also only a month left to take advantage of our 3-months' free and extra 10% commission offers (ending late August) – and don’t forget, we’re closing out NPS survey submissions for the Customer engagement initiative 2024 next week. You can also read on to find out more about the new relief offer to support those affected by flooding in Wairoa and Heretaunga Ward in Hastings. This is your July update.

Read article
On Point 3

May 2024

Our new Chief Insurance Officer, Niall McConville, recently flew in from Melbourne, carrying in his luggage 25+ years of experience, a wealth of insurance knowledge and big plans for his role at Fidelity Life. Niall will be heading up our New Business, Underwriting, Service and Claims teams, following changes in the executive suite which have also seen Bronwyn Kirwan take on Propositions and Marketing in her new role as Chief Commercial Officer. In this issue of On point, we get up close and personal with Niall. You can also find out what’s happening in the Professional pathways programme, get in-to-win by completing a new survey, and catch up with some handy reminders about our latest initiatives. This is your May update.

Read article
On Point 3

April 2024

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.

Read article
On Point 3

March 2024

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.

Read article