We’ve made updates to the Detailed Policy summary report in the Tahi tab.
These updates help provide a consistent experience for advisers who also have customers with policies in the PCMS system. You now have the option to download and print the report.
You can also access information on endorsements and exclusions. We’ve created a how-to-guide to show you how to access these new capabilities.
Download guide.Quick reference underwriting guide.
Providing you with key information required to assist in the completion of an insurance application with us, including our increased financial underwriting limits.
Financial questionnaire.
Easier to use and understand and no need to be signed by an accountant or solicitor.
Insurable income calculator.
Our simple and easy to use calculator will help you to assess income insurability for self-employed applicants. We’ll be hosting several online training workshops over the next couple of months, register to attend a session.
*Downloads will appear at the bottom of your screen.
Our new claims brochure is available for you to share with your customers.
Use these videos to help educate your customers on life insurance.
Career connect. Looking to recruit in 2023?
We’re still accepting registrations for adviser businesses looking to recruit qualified advisers.
Know someone who is looking for a career change?
Keep an eye out for when registrations open for our next intake in July. Learn more.
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Last commission run for 2022. |
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PCMS & Tahi |
29-December 2022 |
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Discretionary discount top up requests |
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Submit to commission@fidelitylife.co.nz |
Before 2pm 21-December 2022 |
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First commission run for 2023 |
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PCMS & Tahi |
9-January 2023 |
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.