Your April 2022 digital update

This month, we’ve introduced the below functions to My Resolution Life:

• View missed payments reports - with this report, keep track of any of your customers’ missed policy payments and upcoming lapses. When you log into the portal, select ‘Reports’ from your dashboard. This is the first report to be available in the portal, with others planned in the future.
•  View your customers’ transaction history – now available for nearly all product groups. We appreciate your patience as we roll this out to the last product group later this year. A list of excluded products is available here.

We’ve also heard your feedback about improving your staff’s experience with the portal. With one login to My Resolution Life, your staff can now search and access customer information across their advisers that have delegated access to them. This allows your staff to support multiple adviser portfolios and customers in your group at once, without having to select one adviser at a time at login.

If you have staff not yet registered for the portal, you can set up their access via the portal. Simply login today, and on the left-hand navigation, select Update and then Adviser Staff Credentials. Once you have set your staff up, they will then need to create their own password.

We’re also opening portal registration for all customers this month. Your customers will soon be able to visit our website to register for My Resolution Life – it’s easy and only takes a few minutes. Please encourage your customers to use My Resolution Life so they can complete simple requests themselves, such as changing their contact details and viewing statements. A campaign to your customers will run in May to invite them to register if they haven’t yet.

A reminder that all payments for customers is now via EFT, and cheques are no longer sent. Some annuity customers who still received cheques have been transitioned to EFT as of 1 April if they have provided us with their bank details. If you have any customers who haven’t replied to our letter asking for their bank details, please remind them to respond.

We’re invested in enhancing My Resolution Life and will continue to add new functionality and improve the content. For more information on what’s available on My Resolution Life and future enhancements, visit our website.