Adviser Connect – August 2023

What’s different?  

Where will you or customers see this in My Resolution Life?  

When you or customers update their address, the following fields must now be completed before hitting submit:  

• Address  
• Suburb  
• State and   
• Postcode  

This ensures we have all the details we need from you or customers to efficiently update the address on record.  

To update the customer’s address:  

1. Login to My Resolution Life, and search for the customer policy to access Customer View.   

2. Once in Customer View, on the left-hand side menu, select My profile > Address details.   

3. Simply complete the form and all mandatory fields and select Update.  

When viewing a customer’s policy information, the customer names are now displayed against the benefits in the Insurance details section.  

This will make it easier for you and customers to know which benefit applies to which person on a policy, especially when there is more than one life insured.  

1. Login to My Resolution Life, and search for the customer policy to access Customer View.   

2. Once in Customer View, scroll down and click on Insurance details to expand the tab. You’ll have the below view, as an example:  

You can now view a list of the policies you recently accessed, without having to search for them again.  

1. Once you have logged in to My Resolution Life, under Customer Search, select Recently Accessed Policies.  

2. You’ll be taken to a page with a list of policies you previously accessed:  

When updating beneficiary details in My Resolution Life for certain policies, a pop-up now appears to clarify that previous updates to beneficiary details will not be reflected in the portal.  

Please note, this does not impact you or your customers’ ability to update beneficiary details. Complete the form as per usual, and it will be submitted to us to action.   

To update beneficiary details for a customer’s policy:  

1. Login to My Resolution Life, and search for the customer policy to access Customer View.   

2. Once in Customer View, on the left-hand side menu, select My profile > Beneficiary details.   

3. The new pop-up will appear. Simply select OK and follow the prompts to proceed with updating the beneficiary details. 

When submitting the Contact Us form in the portal, you’ll immediately see an error notification if we cannot accept the file type that you’ve attached to your request.  

Ensuring you attach acceptable file types to your request helps us in processing your request efficiently.  

Please note, we can only accept the following file types: .jpg, .tiff, .PNG or PDF. For security purposes, we can’t accept .docx or .doc.   

To access the Contact Us form:  

1. Login to My Resolution Life, and search for the customer policy to access Customer View.   

2. Once in Customer View, on the left-hand side menu, select Help and Support > General enquiry. If you complete the form and attach an unacceptable file type, you’ll see this error message: