May 2023
On point

May 2023

What a wild, wet and busy month it’s been! 

Before we jump into it, a big congrats to Annette Arnold and Maryann Pratt, our two latest advisers to complete the 5-day Outward Bound Realise your potential course.  

Here’s our updates for the month. 

Last chance - Demystifying Indemnity Cover online workshop

Over 270 advisers registered for yesterday’s workshop and the feedback received so far has been really positive. 

Didn't make it? That’s ok, here's the recording of the workshop! 

Fidelity Life In The 90'S

Fidelity Life in the 90’s.

We’re up to the 90’s, which not only saw the internet come to life but also the launch of Critical care and the move to the new offices in Carlton Gore Road, Newmarket.

Watch the video.

ON Point May Cancer

Who is eligible for Cancer companion?

Do you have a customer who is dealing with a cancer diagnosis? Navigating a cancer diagnosis, treatment and symptoms is not easy.

Check out if they’re eligible for Cancer companion.

Cancer companion empowers customers in 3 ways with a Cancer Coach, Second Medical Opinion and Mental Health support.

We want to hear from you!

If you haven’t yet filled out our new bi-annual survey aimed at better understanding your experience and perceptions in working with us, please do so before 31 May.

Your feedback is important to us, and you’ll go in the draw to win one of three $300 gift cards.

Link to request survey

Claims Vid 2 On Point May

What were the most common claims we paid out for last year?

Over 30% of claims paid were in relation to…?

 

Watch the video.

What are your future business goals?

Now might be a good time to check out the podcasts, videos and webinars on the Learning Library.

Some of the topics covered include:

  • Business strategies
  • Business plans
  • Business policies and procedures
  • Goalsetting
  • Building a robust business.

 

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