Major life insurer Fidelity Life has announced the return of its customer engagement initiative.
This program aims to recognise insurance advisers who consistently provide exemplary service to their clients.
Interested advisers must register by May 10, with the evaluation period extending from April 1 to July 31. Advisers will be judged on their ability to engage and satisfy clients, as reflected by their net promoter scores.
The initiative will culminate in a three-day forum in September, where the 25 highest-scoring advisers will be invited to discuss and share insights on best practices within the industry. This forum will also explore strategies for enhancing the financial and emotional wellbeing of clients across New Zealand.
Bronwyn Kirwan (pictured), chief commercial officer at Fidelity Life, commented on the program's relaunch, emphasising the positive impact of financial advice on client wellbeing.
“Our recent advice for good research confirmed that financial advice makes a huge difference to the financial and emotional wellbeing of New Zealanders. We’re really proud to stand behind the amazing work our adviser partners do for their customers and for their communities, and relaunching our customer engagement initiative is one way we’re celebrating our best advice professionals,” she said.
Initially introduced in 2020, the customer engagement Initiative was put on hold due to the challenges posed by the COVID-19 pandemic. Fidelity Life, which also recently launched the 2024 iteration of its Career connect program, is now reactivating the program to continue fostering excellence and dedication among financial advisers in New Zealand.
