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.
Enjoy!
Our electronic application platform - e-App - makes applications much faster, which benefits both you and your customers.
Also, we’ve recently improved e-App so entering data is more logical and navigating through the application is easier.
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!
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.
It’s the place to go for product details, factsheets and policy wordings, professional development videos, On Point back issues and more.
HomeEarlier 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!
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.
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.
Having been acting as our Chief Underwriting Manager since July this year, Monique Ravening has now been permanently appointed to the role - congratulations Monique!
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:
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.
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.
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.
With Engage 2023 (and all its exciting announcements) in the rear-view mirror, we hope one thing is clear: we’re lifting our game for you. We’re committed to doing better by you, our adviser community – now it’s time for us to deliver. In this issue we’ll be highlighting some of the steps we’re taking to make your life easier. You can read about our range of new adviser-first features, learn more about Adviser edge, and see us stick to our promise of showing you service turnaround times. This is your October update.
This month we’re celebrating our inaugural Career connect graduates, reflecting on our first year of sponsorships, and bringing you some key news from around the business. This is your August update.
