Fidelity Life has announced that the next phase of integrating policies onto Tahi has begun. Platinum Plus, Platinum Plus Level and Mortgage Protector policies renewing from April to October have begun to be moved to the new policy management system. Please see below for policies that are excluded in the move onto Tahi.
“Late last year we launched our new policy management system (Tahi). Up until now Tahi has held only new business and a small subset of policies with a May anniversary.
We're now excited to share that on Monday 21 February, we'll be taking the next big step in the phased roll-out which involves moving Platinum Plus, Platinum Plus Level and Mortgage Protector policies renewing from April through to October, to Tahi.
Taking a phased approach has given us the opportunity to test and learn, and ultimately ensure a seamless experience for you and customers.
So what does this mean for you?
Access to systems over the weekend.
From 3pm Friday 18 February until 9am Monday 21 February, Adviser Centre will be offline for updates.
Although Apollo will still be available for illustrations, any applications submitted over the weekend or any saved in-progress eApps will only be able to be viewed via Adviser Centre from 9am Monday 21 February
Policies moving to Tahi.
From 21 February existing policies with a renewal due in April, May, June, July, August, September and October will have been moved to Tahi except for the following:
- Policies that are paid from a consolidated direct debit.
- Policies with direct debit or credit card payments due 15 - 18 February.
- Policies with proposals or applications for alterations in progress.
- Policies on claim.
- Policies in arrears.
- A small number of other policies for various reasons.
The reason the above are being excluded is to ensure pending proposals, alterations and payments are processed without delay to ensure the customer is not impacted.
Viewing policy details under the Tahi tab.
Under the Tahi tab in Adviser Centre there’s a policy/customer report where you’ll be able to see the details of your policies that have been moved to Tahi. Simply click on the policy number in the report to see a summary of the policy, including details of the customer.
New reporting tools just got a whole lot more useful!
Under the ‘Tahi’ tab you’ll find details of your ‘new’ new business submitted from 15 November and all existing policies that have been migrated (as outlined above).
The new reports available under the ‘Customers and policies’ tab provide you with a range of insights and will help you to better manage your customers, find opportunities within your book and track your business performance.
A reminder of what’s new and different:
Proactively engage with customers around upcoming events with a calendar view of a few of the key milestones in a customer’s policy – things like special events increases, renewals, cover expiries, level term continuation options.
Understand what your product mix looks like across your book and discover opportunities and gaps with our cover opportunities tool.
Easily access information on whether a customer has an exclusion on their cover, or if they’ve missed paying a premium, understand why etc.”
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