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Jon-Paul Hale
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Jon-Paul Hale

Authority Documents - What’s too far?

Wednesday 4th of October 2023

We have had enough of a challenge keeping up with the forms from insurers already, adding individual provider authorities and changing documents rather than the general forms and letters we have been used to, and it becomes a bloody mess.

With the Southern Cross issues with communication, it's even worse because you have to read things with context to what was there in the past, making the job twice as hard to keep up.

As I pen this, I am tracking the following documents, brochures, and forms for each of our active providers. (Ignoring the banks and direct providers as they don't work with advisers)

* ACC has a whopping 313 forms and documents; nuts! (including historic levy tools)
* Accuro 61
* AIA 254
* Asteron Life 132
* Chubb Life 102
* Fidelity Life 100
* nib 92 (not including the new products)
* Partners Life 204
* Resolution Life 86
* Southern Cross 159

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