Fidelity Life :TAHI

Modified on Sat, 3 Aug, 2024 at 12:30 AM

Understanding your Fidelity Life Data

Fidelity Life only provide data downloads for In Force policies only. This means if a policy changes it's status from In Force to another status such as Cancelled, then the policy data will no longer be included in the data downloads. This also means you will need to update the Policy and Life Benefits status manually in Adviser CRM.

What is included in your Fidelity Life data

Contact details as follows
1. Name
2. Date of birth
3. Address
4. Email
5. Smoking status
6. Gender
Policy details as follows
1. Product name
2. Policy number
3. Issue date
4. Premium
5. Premium frequency
6. Policy status (In Force Only)
Benefit details as follows
1. Benefit name
2. Benefit premium
3. Sum Assured
4. Person insured
5. Issue date
6. Benefit status (In Force Only)
7. Special Terms Indicator
8. Loadings as a percentage

What is not included in your Fidelity Life data

Policy or benefit status
You will need to manually update any policy or benefit statuses if they change from In Force to any other status, please view this article How to bulk update Life Policy statuses
No contact phone numbers
Wording for any special terms.

Downloading your Fidelity Life data

You will need to log into the Fidelity Life Adviser Centre for Advisers at https://fidelitylife.co.nz/AdviserCentre/login if you cannot remember your username and password, your username is usually your agency code and your password is what ever you set it to be, but you can use the Forgot Password option on the login screen.

Click the Policy Report option to download your data. This file will be sufficient to import into Adviser CRM. A list of fields that come with the download file are inside the file, but we have listed then at the bottom of the article so you know what type of data will get imported.