Products & platforms

Macquarie Life

Raise your expectations of insurance

A short history of long term thinking

Looking back, we have a proud history of forward thinking.

  • In 2005 we were first to market with an intuitive underwriting platform that made insurance applications easier and faster. This coincided with the launch of Super Protector.
  • In 2006 we launched our comprehensive retail product suite, FutureWise.
  • August 2008, we launch Macquarie Sumo to help advisers better service the insurance needs of wealthier clients.
  • April 2009, Superannuation Optimiser is launched. 
  • In 2010 Macquarie Life Active is launched, further demonstrating our commitment to product innovation built around client needs, common sense and outstanding value.
  • Also in 2010, Macquarie Life was awarded a five star rating in the Beaton Benchmarks – Life Insurance Intermediaries Study for the third year in a row, an industry first.

In short, we may not be the longest established brand in insurance but our contribution to the market in terms of innovation, quality and commitment to advisers has made us a name to trust.

Latest news

31 January 2012: Macquarie Life and Jessica Watson get onboard for another two years

13 December 2011: Macquarie Life launches online WebConnect service

17 November 2011: Macquarie Life scoops Five Star rating for the fourth year in a row

13 September 2011: Macquarie Life and UHG join forces to streamline the medical assessments process for advisers

02 August 2011: Macquarie Life joins Jessica Watson for 'another Challenge'

14 June 2011 - Macquarie Life reaches $100 million milestone

25 May 2011 - Macquarie Life enhances its product and service offerings

Products

Macquarie Life has a range of products available to suit your client’s circumstances.

Macquarie Life FutureWise
Macquarie FutureWise is our competitively-priced retail offering, delivering a comprehensive range of products and award-winning value. It is also available to members of self managed super funds.
Macquarie Life Active
Macquarie Life Active is a new style of insurance that combines a number of the traditional types of insurance cover – allowing your clients to get more of the cover they need, in one convenient package.
Macquarie Life Sumo
Macquarie Sumo is a unique product for high net worth clients – offering sums insured previously unavailable in the Australian market.

For more information about Macquarie Life’s products, contact us or visit our resources page.

News and events

News

Read how our forward thinking approach to insurance has made headlines.

2012

2011

2010

2009

Events

Be our guest

We hold regular events and seminars to keep you abreast of the latest industry developments and explain how Macquarie Life’s products and services can help you stay ahead. If you would like attend any of our events, please speak to your Macquarie Life Business Development Manager.

2011 Events

October - November 2011: Macquarie Life Active Roadshow - register now

 

 

Underwriting

A common sense approach to underwriting

Macquarie Life’s evidence-based underwriting philosophy means we treat every client as an individual, taking into account their unique medical, occupational and financial circumstances.

To help you cover a wide range of your clients, we look for innovative solutions on terms that are fair to all.

We also keep you informed throughout the process and give you the opportunity to discuss any questions you may have.

Finally, to assist in making the underwriting process streamlined for you and your clients, Macquarie Life automatically arranges any follow-up medical tests and Personal Medical Attendant Reports, unless you inform us otherwise.

Contactable from 8am-8pm EST, our underwriters are easily accessible at a time that is convenient to you.

For more information about our underwriting requirements and occupation classes, view the Macquarie Life Adviser Guide.

Tele-Interviewing with Macquarie LifeConnect

LifeConnect streamlines the insurance application process by giving your clients the option to complete their personal statement over the phone.

You benefit from:

  • More choice – complete your client’s personal statement online, or let the LifeConnect team take care of it over the phone.
  • Greater productivity – less time on data entry and more time advising clients.
  • Certainty – we speak directly with your clients, recording their responses, which can help minimise disputes at claim time.
  • Transparency – clients’ applications are accessible via the Macquarie Life Online adviser dashboard and Work in Progress tracking system.

Your clients benefit from:

  • Convenience – clients can apply from their home or office phone from Monday to Friday between 8am to 8pm (AEST). For Western Australian residents, this service is available until 10pm (AEST) Monday to Thursday.
  • Confidence – your clients will be dealing one-on-one with experienced professionals

For more information about our tele-interviewing service, view the Macquarie LifeConnect fact sheet.

Contact

For any queries regarding Macquarie Life, please contact us. 

 

Freecall

Admin 1800 005 057
Claims 1800 208 130
Underwriting 1800 451 689

Fax gateway 1800 812 175

Email insurance@macquarie.com

Mail
GPO Box 5216
Brisbane
QLD 4001

Download our National Claims, Underwriting and Sales contact sheet for quick reference.

Sales team

National Sales Manager

Adam Lane
Ph: 02 8232 6583
M: 0414 805 073
adam.lane@macquarie.com

NSW sales team

Mark Olivier
Ph: 02 8237 4329
M: 0401 579 780
mark.olivier@macquarie.com

Chris Zegers
P: 02 8232 6216
M: 0407349616
chris.zegers@macquarie.com

Klytie Sheppard
P: 02 8237 2723
M: 0424 504 479
klytie.sheppard@macquarie.com

Jessica Brady
P: 02 8237 0729
M: 0411 575 341
Jessica.Brady3@macquarie.com

Victorian sales team

Matthew Backman
Ph: 03 9635 9138
M: 0414 496 329
matthew.backman@macquarie.com

Tony Noye
M: 0438 946 066
tony.noye@macquarie.com

Lauren Styles
Ph: 03 9635 9274
M: 0417 566 357
lauren.styles@macquarie.com

Nick Dowling
Ph: 02 9635 8389
M: 0437 453 860
nick.dowling@macquarie.com

Queensland sales team

Russell Townsend
Ph: 07 3233 8234
M: 0414 812 744
russell.townsend@macquarie.com

Peter Christopherson
M: 0428 808 731
peter.christopherson@macquarie.com

Michelle Dolan
Ph: 07 3233 5415
M: 0407 467 693
michelle.dolan@macquarie.com

Danielle Visser
Ph: 07 3233 5415
M: 0407 467 693
danielle.visser@macquarie.com

Western Australian sales team

Aaron Boddy
Ph: 08 9224 0650
M: 0405 103 649
aaron.boddy@macquarie.com

Tony Santoro
Ph: 08 9224 0695
M: 0423 825 999
tony.santoro@macquarie.com

South Australian sales team

Michael Krelshem
Ph: 08 8203 0246
M: 0405 764 503
michael.krelshem@macquarie.com

 

Claims

Macquarie Life aims to make the claims process as seamless as possible, with a quick turnaround of claims payments as soon as the necessary information has been received and requirements have been met.

Submit client claims instantly with the online notification of claim form.

Our claims assessors, who understand how difficult the period when making a claim can be for clients, conduct themselves with compassion and empathy.

As with underwriting, you are kept informed throughout the process. We welcome any additional information you can provide to speed up our assessment of your client's claim.

ClaimsConnect

We have recently introduced a tele-claims process known as ClaimsConnect, whereby our skilled and empathetic nurses can complete your clients claim form with them over the telephone without the need for paper forms or wet signatures. All calls are security checked and recorded for your client’s protection. Both initial and ongoing claim forms can be completed this way.

If you have any questions regarding the Macquarie Life claims process, our claims team are ready to assist and are contactable on either of the following:

Claims enquiries
1800 208 130
insuranceclaims@macquarie.com

For more information about our claims processes and experience, read our claims flyer.

Resources

If you need help, you have come to the right place. Here you can download or order online product brochures, product disclosure statements and forms – as well as help yourself to our very useful online adviser tools and calculators. Just help yourself.

Brochures

For you

For your clients

Active

FutureWise

Sumo

Technical

Services

Active

FutureWise

Sumo

Benefits of life insurance

Services

PDSs

For you and your clients

Active

FutureWise

Sumo

Forms

For you

Active and FutureWise

Sumo

Underwriting and claims

Administration

Questionnaires

For you

Underwriting questionnaires

Tools

For you

Quick Quote

To generate a premium quote for your client, download the Macquarie Life Quick Quote.

Please note you will need to log in using your Macquarie Access Code and password to access this software.

If you need help to get started with a quote, please download the Quick Quote help guide.

Insurable Income Calculator

The Macquarie Life Insurable Income Calculator is designed to assist advisers in calculating the maximum level of Disability Income Insurance or Income Cover their clients can achieve.

If you require assistance using the calculator, please contact one of our Macquarie Life underwriters who can help you with any queries.

Macquarie Life will continue to offer a financial pre-assessment service for all advisers.

Insurance tax calculator

MAStech Insurance Tax Calculator (ITC) is a simple and quick tool to help you compare the cost of life and TPD outside and inside of super.

Occupational Ratings Guide

Please refer to the Macquarie Life Occupational Ratings Guide for occupation classes that apply to Total and Permanent Disability cover and Disability Income Insurance for FutureWise and Super Protector and to Health Events cover and Income Cover for Active.

Premium rating factors relating to different occupation classes can be found in Factors that affect Premiums in the Adviser Guide.

Accreditation

Interactive tools

Marketing campaigns

Nine step referral program

SoA inserts

Policy and Application Maintenance Requirements

Contact us

Call: 1800 005 057

Overseas: +61 7 3233 8137

Fax: 1800 812 175