Introducing Sarah Nichols
Sarah joins Resolution Life as a Strategic Partnerships Manager and brings with her a wealth of experience in the financial services industry.
Having recently returned to New Zealand after 16 years abroad, Sarah brings a global perspective and a proven track record of success in various roles, most recently at Zurich Financial Services Australia.
In her most recent role as a Product Owner, Sarah led a team of underwriters and salespeople, delivering industry-leading pre-assessment solutions and optimising processes to enhance customer experiences.
Prior to this, Sarah worked as an Adviser Education Manager and Sales Strategy Manager, where she developed and implemented strategies that drove significant sales growth and market success.
Sarah has also been recognised as a top-performing Business Development Manager, managing the largest accounts in Australia and earning multiple industry awards for her outstanding contributions.
Outside of work, Sarah has a young family who all have a passion for travel. She is excited to explore the beautiful New Zealand countryside in their camper trailer. Sarah is thrilled to be back in New Zealand, a country she believes is the most beautiful in the world.
If you would like to connect with Sarah, please contact her on +64 290 430 5441 or via email at Sarah.nichols@resolutionlife.co.nz
Latest My Resolution Life updates
We are pleased to announce that My Resolution Life portal has been updated with the following changes:
• We’ve enhanced the search functionality to streamline account management for your support staff
When searching for client details in the portal, your support staff can now log in once, Select adviser and can search for clients within their adviser group, making it easier to locate and manage different client requirements.
• Updated the financial adviser details
We’ve improved the adviser details displayed when viewing client information. Previously only the adviser’s name was shown. The portal now includes your contact number and sales number, making it easier to access important information without needing to download the customer list.
• How to resolve the third-party cookie issue
We have been advised that customers, advisers and support staff are receiving a pop up when logging into the portal or trying to register for portal.
Follow these steps to resolve the issue:
INSTRUCTIONS FOR MICROSOFT EDGE BROWSER
1. Open Edge: Click on the three dots in the upper right corner.
2. Go to Settings: Select “Settings” from the dropdown menu.
3. Cookies and Site Permissions: Scroll down to “Cookies and site permissions”.
4. Manage and Delete Cookies: Click on “Manage and delete cookies and site data”.
5. Allow Third-Party Cookies: Toggle the switch to "Allow sites to save and read cookie data (recommended).
INSTRUCTIONS FOR GOOGLE CHROME BROWSER
1. Open Chrome: Click on the three dots in the upper right corner.
2. Go to Settings: Select “Settings” from the dropdown menu.
3. Privacy and Security: Click on “Privacy and security” in the left sidebar.
4. Cookies and Other Site Data: Select ‘Third-party cookies’.
5. Allow Third-Party Cookies: Choose “Allow third-party.
Changes to accepting digitally signed customer requests
We’re happy to advise that we’re now accepting DocuSign & Adobe Sign for digitally signed requests for our NZ policy holders. DocuSign and Adobe Sign are the only options for digitally signed documents that we can accept.
In addition to the digitally signed DocuSign and Adobe Sign forms, we must receive the ‘certificate for Docusign or Adobe’, which generates when all parties required to sign the documents have signed. (For example, please see the Adobe Sign attached as reference). This removes the need for a phone call verification or a photo of the customer/s holding their photo ID.
Acceptance of digitally signed requests applies to the following transactions:
- Alterations
- Cancellations
- Increase/decrease of sum insured
- Addition or cancellation of benefit
- Reassessment
- Reinstatement applications
- Continuation options
- New business options
Important to note, the digital signature rule only applies to the processes listed above and it currently excludes withdrawals, loans and maturity applications.
Finding forms just got easier!
As part of our commitment to you, we have improved the way that you can view your forms. We have categorised the forms by product and alphabetised the list for you.
This enhancement is relevant to the following products:
• Lifetrack/Risk Protection Plan
• Legacy and
• Other
If you can’t find the form you’re looking for, we’ve added 3 alternative options for locating forms to help you, at the bottom of the page.
Quick contacts: Get the right help when you need it
My Resolution Life portal
As mentioned in last month’s edition of Adviser Connect, we have added three new accordions to the Help Centre in the My Resolution Life portal, to help you when in the portal.
These accordions include steps to help advisers and licensees register for the portal and there’s a troubleshooting guide on what to do if you are having issues logging in.
Handy email addresses
If you have any issues or inquiries related to commission payments, please contact us at lifecommissions@resolutionlife.co.nz.
If you have any other adviser related inquiries such as your adviser ID, please contact us at lifeadviseroperations@resolutionlife.co.nz.
For more ways to connect with us, visit our contact us page for more information. To keep these email addresses handy, save them to your favourites.
What you need to know
Resolution Life Australasia Limited ABN 84 079 300 379, NZ Company No. 281363, AFSL No. 233671 (Resolution Life) is part of the Resolution Life Group. The content on this website is for information only. The information is of a general nature and does not constitute financial advice or other professional advice. Before taking any action, you should always seek financial advice or other professional advice relevant to your personal circumstances. While care has been taken to supply information on this website that is accurate, no entity or person gives any warranty of reliability or accuracy, or accepts any responsibility arising in any way including from any error or omission.
