Your March 2022 digital update

Thank you for your patience and continued support in our digital transformation journey. Through this monthly newsletter, we’ll keep you informed on the latest digital updates at Resolution Life. We’re continuing to add new functionality and correct issues within My Resolution Life.

Client listing now available on My Resolution Life

We’ve launched the ability to view and download your client listings from the portal.

There is no need to call us when you need your client listing. Just log into the portal any time, and on the landing page, scroll down to Customer Search section and click the ‘View all customers’ button. Your client listing will appear, and you’ll also be able to download this as a spreadsheet.

Farewell to Illustrations Plus

From Friday 25 March, Resolution Life products will no longer be available on the Illustrations Plus desktop application. The products impacted include Conventional (Whole of Life & Endowment Insurance) and Flexible Lifetime Protection. We are working to introduce the ability to self-serve premium calculations and illustrations for these products via My Resolution Life, and we’ll update you when available.

If you’re a current user of the Illustrations Plus desktop application and want to participate in our early access program, add your email to our waitlist.

You can request a premium calculation or illustration via My Resolution Life to be sent to you by one of our team members. Further information can be found in our support page.

Get help through click-to-chat

Did you know advisers can skip waiting on the phone and get in touch with us through click-to-chat in My Resolution Life? The click-to-chat function is quick, direct to a consultant and simple to use.

To use the capability, simply login to My Resolution Life today and access our consultants directly online. If you haven’t registered for My Resolution Life yet, you can follow these instructions.

Changing from cheque to electronic payments

From 1 April, all payments for customers will be via EFT. A small group of annuity customers still receive cheques. We’ve recently contacted these customers to ask that they provide us with their EFT details by 1 April. This will bring us a step closer to being a digital business and reducing our impact on the environment.

Have your customers registered for My Resolution Life yet?

If you have customers who received an invite to register for My Resolution Life but haven’t yet, please encourage them to do so, so they can view their policy details and be able to self-serve. We’re launching a new registration process that will allow all customers to register for My Resolution Life – we’ll share more information when this is available.

For more information on My Resolution Life portal functionality, please visit the Adviser support page