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Searching for customers

We have made improvements to the search function in My Resolution Life. Currently, you can search for customers either by their name, life insured, entity name or policy number.

We keep multiple customer addresses (eg postal, residential, billing), which results in our portal showing multiple records for a single customer on our search screen. Advisers have told us that this is confusing, so we are in the process of consolidating into single records.

An initial step has been completed, so you may have noticed there are less records appearing. Your search results will now show the record with the most recent address.  A further step is in progress to complete the consolidation. We'll let you know once that is complete.

Please continue to share your feedback on the portal with the Business Partnerships team, as we want to continue enhancing the portal to improve your experience.

Understand the currency of data in the portal

We want to help customers understand the recency of the data they are looking at in My Resolution Life. So we’ve now added a datapoint at the top of the policy dashboard in customer view, which states ‘Policy data as at’, like below:

When customers log into the portal to view policy details, this will help them better understand if events such as recent transactions are yet to appear within the portal.

Viewing customer statements and correspondence

Many customers often log into the portal to view their statements or correspondence. To help customers easily and quickly access the documents they need, we’ve now added a ‘View statements and correspondence’ button at the top of the dashboard in customer view, like below:

Read the October 2022 newsletter articles

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.