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As we keep expanding on the features and functionality of My Resolution Life, we’ll keep updating this help centre. Bookmark this page so you can easily refer to this whenever you need assistance in using My Resolution Life.
Register for My Resolution Life
You’ll need your alphabetical adviser code and to create a password. If you’re not sure which adviser code to use for My Resolution Life, you can contact us.
1. Select Login to My Resolution Life on the top right-hand corner of the screen.
2. Select Adviser/Licensee Login.
3. Click on Set/Forgot your password? and follow the steps to set a new password. You’ll be prompted to enter your username – this will be your alphabetical adviser code.
4. During this step, a security code will be sent to your own business mobile number or email address we have on record. Please see Not receiving your security code? for more information.
5. Create your new password and submit.
Not receiving your security code?
My Resolution Life uses Two Factor Authentication. This means a security code is sent to your mobile number or email address (ie not general contact details for your practice) when you register for the portal.
We’ll generally send you the security code within 5 minutes. If you still haven’t received your security code after 5 minutes, please click on Resend.
Please note, you won’t be able to complete your registration if we haven’t got your mobile number or email address. Please chat with us online (select Chat in the bottom right corner) and provide us with your adviser code, your mobile number and your email address so we can update your profile. These details will only be used for registering you for the portal, and we won’t update your communication preferences.
If you’re still having issues with receiving your security code, please contact us.
Set up access for new adviser staff
1. From your dashboard menu, on the left of the Adviser view home screen:
- Select the drop-down icon on Manage
- Select adviser staff credentials
2. Select Invite New Adviser Staff in the top right-hand corner.
3. Enter the staff member’s first name, last name and email address and select Next.
4. Review and ensure that the staff details are correct and select Invite.
5. Confirmation of new staff member will display. Select OK to close the confirmation.
6. The staff member will receive an email in their inbox, inviting them to log in to My Resolution Life. The staff member needs to click on the link within the email – please note this link expires within 24 hours of being sent.
7. The link will take the staff member to either:
- If the staff hasn’t logged into My Resolution Life before: a form where they’ll need to add their mobile number, create a password, accept the privacy policy and select Complete. Their first name and last name will be autofilled based on what you have provided but the staff member has the option to update.
If the staff has previously logged into My Resolution Life: a screen where they will need to tick Yes to link their account to yours
Cancel or re-send an adviser staff’s invitation for My Resolution Life
1. From your dashboard menu, on the left of the Adviser view home screen:
- Select the drop-down icon on Manage
- Select adviser staff
2. Under Pending Invitations, you can:
- Select Re-send to send the email invitation to the staff member again or
- Select Cancel to cancel the invitation. Please note if 24 hours has passed since the staff member was emailed the invitation, their invitation has expired and you will only have the option to re-send the email invitation available.
Update adviser staff details
1. From your dashboard menu, on the left of the Adviser view home screen:
- Select the drop-down icon on Manage
- Select adviser staff credentials
2. A list of Active Adviser Staff Accounts and Deactivated Adviser Staff Accounts will display.
- Select Manage adviser staff details next to the chosen record.
3. Select Edit in the top right corner.
4. On the next screen, you can edit the following details:
- The adviser portfolio attached
- First name and last name
- Contact details
5. Select Save to confirm changes.
Activate or deactivate adviser staff access
1. From your dashboard menu, on the left of the Adviser view home screen:
- Select the drop-down icon on Manage
- Select adviser staff credentials
2. In the Actions column, you can:
- Select Activate to activate a staff’s account or
- Select Deactivate to deactivate a staff’s account.
3. Select Yes to confirm
Search for customers and access customer view
Customer view allows you to see the customer’s insurance details, contact details, notifications, and tailored options available to the customer based on the product(s) they hold.
Customer view mirrors what the customer can see when they login My Resolution Life (i.e. account information, personal details, notifications, etc)
To access Customer view, you’ll need to search for the customer first.
- From your home dashboard, underneath Customer Search, search for the customer using the available search options:
- Policy or contract number – please type in the policy or contract number in full, including any special characters, such as hyphens or commas. If you need the full format of your customer’s policy number, you can download your customer list. For information on how to download your customer list, see View all customers.
- Name – please complete both First Name and Last Name fields
- Life insured – please complete both First Name and Last Name fields
- Entity name
2. From the search results, click on the customer record you want to view.
3. Customer view will now open. You can select the arrow buttons to scroll through multiple policies held by a customer.
View all customers
1. From your home dashboard, click on View all customers.
2. A list of customers will display. You can filter your customers by their policy start month.
3. To download your customer list from My Resolution Life, select Download customer list. If you want more information to the customer list, select the fields under Add fields to the customer list for download before downloading.
Access Centrelink schedule
1. Login to search for the customer and access Customer View. For more information on Customer View, see Search for customers and access customer view under Customer search and view.
2. When you are in Customer View, from the dashboard menu on the left of the screen:
- Select Documents and forms > Centrelink schedule
3. Complete the required information.
4. Once we have processed your request, you can download the certificate of currency from My Resolution Life. Within Customer View, select Statements and correspondence > View statements and correspondence.
5. From the notifications page:
- Select New Statements & Correspondence.
- Filter the list by certificate of currency under Document Type and click Find
- Select Download beside the Centrelink schedule to download a copy.
Access certificate of currency
1. Login to search for the customer and access Customer View. For more information on Customer View, see Search for customers and access customer view under Customer search and view.
2. When you are in Customer View, from the dashboard menu on the left of the screen:
- Select Documents and forms > Certificate of currency
3. Complete the required information.
4. Once we have processed your request, you can download the certificate of currency from My Resolution Life. Within Customer View, select Statements and correspondence > View statements and correspondence.
5. From the notifications page:
- Select New Statements & Correspondence.
- Filter the list by certificate of currency under Document Type and click Find
- Select Download beside the certificate of currency to download a copy.
View statements and correspondence
1. Login to search for the customer and access Customer View. For more information on Customer View, see Search for customers and access customer view under Customer search and view.
2.Within Customer View, select Statements and correspondence > View statements and correspondence.
3. From the notifications page:
- Select New Statements & Correspondence.
- You can filter the list by document type or period and click Find.
- Select Download beside the document to download a copy.
How to access the calculator
1. Log in to My Resolution Life by clicking on Login to My Resolution Life in the top right corner.
2. Once you have logged in, search for the customer using the following options available via Customer Search.
3. Select your customer from the search results and click on their name to enter Customer View.
4. Once in Customer View, select Request a quote > Decrease premium calculation on the left-hand menu.
5. The premium calculator will load. Simply follow the prompts to generate a quote.
How to retrieve a saved quote
1. From your dashboard menu, search for the customer via Customer Search.
2. Select your customer from the search results and click on their name to enter Customer View.
3. Once in Customer View, select Request a quote > Saved premium calculation on the left-hand menu
4. The premium calculator will load with your previously saved quote.
How-to-guides
You can download our previous guides for My Resolution Life below.
Important information
Any advice and information on this website is general in nature and is provided by Resolution Life Australasia Limited ABN 84 079 300 379, AFSL No. 233671 (Resolution Life), which is part of the Resolution Life Group. Resolution Life can be contacted on 133 731 or via the contact us page. The advice does not take into account your personal objectives, financial situation or needs. Therefore, before acting on the advice, you should consider the appropriateness of the advice, having regard to those matters as well as the relevant product disclosure statement (PDS) or policy document, available from Resolution Life at resolutionlife.com.au or by calling 133 731, before making a decision about the product. Consider speaking to a financial adviser if you have any concerns.
If you decide to purchase or vary a financial product, Resolution Life and/or other companies within the Resolution Life Group will receive fees and other benefits, which will be a dollar amount or a percentage of either the premium they pay or the value of their investments. You can ask us for more details.
