Rate my experience
Back

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

Where the information on this website is factual information only, it does not contain any financial product advice or make any recommendations about a financial product or service being right for you. Any advice is provided by Resolution Life Australasia Limited ABN 84 079 300 379, AFSL No. 233671 (Resolution Life), is general advice and does not take into account your objectives, financial situation or needs. Before acting on this advice, you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs, as well as the product disclosure statement and policy document for the product. Any guarantee offered in the product is only provided by Resolution Life. Any Target Market Determinations for our products can be found at resolutionlife.com.au/target-market-determinations. 

Resolution Life does not make any representation or warranty as to the accuracy, reliability or completeness of material on this website nor accepts any liability or responsibility for any acts or decisions based on such information.

Resolution Life can be contacted at resolutionlife.com.au/contact-us or by calling 133 731.