Macquarie Life
Raise your expectations of insurance
Life looks good from here
Our spirit of innovation and commitment to outstanding service is making life easier for advisers. In an evolving industry, it’s more important than ever to be smart about the way you do business. Often it takes a fresh set of eyes to deliver genuine improvements.
At Macquarie Life, we have a culture of supporting financial advice through innovation. We do this by challenging the status quo, providing greater efficiency and choice, and consistently delivering outstanding service.
Latest news
14 February 2013: Macquarie Life makes it five out of five for service and support
Products
Macquarie Life has a range of products available to suit your client’s circumstances.
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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. |
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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. |
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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
NewsRead how our forward thinking approach to insurance has made headlines. 20132012201120102009 |
EventsBe our guestWe 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. Previous events
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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
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
Contact
For any queries regarding Macquarie Life, please contact us.
Freecall
Admin 1800 005 057 Fax gateway 1800 812 175 |
Email insurance@macquarie.com
Mail |
Quick reference download
National Claims, Underwriting and Sales contact sheet
Sales team
National Sales Manager
Dave Evans
Ph: 07 3233 5265
M: 0405 212 631
dave.evans@macquarie.com
NSW sales team
Victorian sales team
Queensland sales team
Western Australian sales team
South Australian sales team
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.
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
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For your clients |
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ActiveFutureWiseSumoTechnicalServices |
ActiveBenefits of life insuranceServices |
PDSs
For you and your clients |
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ActiveFutureWiseSumo |
Forms
For you |
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Active and FutureWiseSumoUnderwriting and claimsAdministration |
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Questionnaires
For you |
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Underwriting questionnaires |
Tools
For you |
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Quick QuoteDisability Income CalculatorInsurance tax calculatorOccupational Ratings GuideAccreditationInteractive toolsMarketing campaignsNine step referral programSoA insertsPolicy and Application Maintenance Requirements |
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