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 your Relationship Manager, 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
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.
A disclosure statement is available from your Adviser, on request and free of charge.
