November 2019.
On point

November 2019.

It’s hard to believe it's November already!

In this month’s On Point find out how e-App can speed up your applications, get an update on credit card payments and check out who won the rugby jerseys.

Don’t forget, if you have any feedback on On Point or the way we communicate with you we’d love to hear it - get in touch.


Faster applications with e-App

Our electronic application platform - e-App - makes applications much faster, which benefits both you and your customers.

  • You get a policy number as soon as you submit a new application
  • We aim to respond within 24 hours to any application that’s referred to an underwriter
  • Customers get their protection in place sooner

Also, we’ve recently improved e-App so entering data is more logical and navigating through the application is easier.

E App Pic2

Where can I find e-App?

In Apollo, once you’ve confirmed your quote, click ‘Online Application’ (see picture). This will take you to the e-App Wizard – fill out all the required details and then click ‘Begin e-App’.  Follow the steps and submit!

Need any help?

Whether you’re new to e-App or just need a refresher, we can arrange a training session for you – it’ll only take an hour and you don’t even have to leave your office! We can come to you if you’re in Auckland, or for outside Auckland we can do it over a phone / video call.

Checked out Adviser Hub yet?

It’s the place to go for product details, factsheets and policy wordings, professional development videos, On Point back issues and more.


Credit card payments made easier with MyFidelityLife

Earlier this year we launched an online tool called MyFidelityLife which helps customers easily set up a recurring credit card payment for their premiums.

We’ve also done away with the requirement for customers to review their credit card details periodically.

Now, once they’ve registered their credit card in MyFidelityLife (they need to be the policy owner), their premiums will be automatically deducted from their credit card each time they’re due. Easy as!

The fine print
Please note MyFidelityLife isn’t available for Funeral Fund, Golden Life, Investment policies (Gold Medal, Bonds, Power Saver, Whole of Life, Endowment), FML Direct Mail and any ex-Tower policies not already on recurring credit card payments. Payment frequency must be at least monthly.

Credit card payment tip:

When you submit an application with a request to pay by credit card, you’ll now receive a new outstanding requirement with a link to MyFidelityLife. Please send this to your customer to register their details. It’s important they do this as soon as possible so their first payment is successful.

Making new customers feel welcome

Over the next few weeks, our Customer Care team is piloting welcome calls to a small sample of new customers who’ve recently received a welcome pack from us.

The idea is to answer any questions they might have about their policy and to ensure they know how easy it is to make a claim. We’ll still be letting them know their first point of contact is their adviser.

If you have any questions about the pilot, please get in touch with your Business Manager or Business Account Manager.

Monique Ravening Nov 19

Meet our new Chief Underwriter

Having been acting as our Chief Underwriting Manager since July this year, Monique Ravening has now been permanently appointed to the role - congratulations Monique!

Adviser survey - ABs jersey winners

Thanks to everyone who participated in our recent social media and digital survey. Even though the All Blacks didn’t quite manage the three-peat, they’re still winners in our eyes - and so are these advisers who won an RWC jersey for completing the survey:

  • Robert Rajan - Auckland
  • Annette Breen - Cambridge
  • Barry Milne - Hamilton

Look out for Checkpoint - for the latest news and updates on licensing and the new financial advice regime. Issue two is coming soon, but in the meantime check out Adviser Licensing on Adviser Hub for relevant information and useful links.

We hope you enjoyed this issue of On Point. As always, if you have any questions or if we can help in any way please drop your Business Manager, Business Account Manager or the team a line.