A more detailed client listing report available to download

From today, you can now download a client listing report from My Resolution Life with more information than before. 

Your client listing report will now have all the following information (the new information you can now get from the client listing report is in bold and green):

Policy details, including:

• Policy number
• Start date
• Product name
• Insurance benefit start date and end date
• Risk benefit type
• Sum insured
• Injury or sickness benefit period
• Claim indicator i.e. if the customer has claimed or not
• If indexation is applied

Premium details, including:

• Annual policy premium
• Premium structure type
• Payment method and frequency

Policy owner details, including:

• First name and last name
• Date of birth
• Address
• Contact details, such as email address and mobile number
• Occupation category

And other information such as:

• Ongoing commission %, commission type and amount
• Adviser name, owner number and sales number

With the above details now in one report, our aim is to help you save time by not needing to refer to different sources of information. Whilst, at all times we try to maintain the quality and quantity, there may be gaps in the full coverage of data in the report.  We apologise for any inconvenience and please be assured that we are continuing to enhance this report and further support you and your business. 

How to access the client listing report

• Log in to My Resolution Life
• From the Customer Search screen on the home dashboard, select Download full customer list.

You can always find the above instructions in our how-to-guide.