All Supplier BDM Contact Details
MTG Auckland- Provider BDM’s
Accuro
Vishal Bhadra Adviser Relationship Manager
M: 021443905 E: Vishal.Bhadra@accuro.co.nz
AIA
Bryan Rippey Business Development Manager
Mobile: 021 826017 | Email: bryan.rippey@aia.com
Asteron
Yasser Al-Sagban Business Development Manager – Northern
Mobile: 027 276 2593 | Email: yas_al-sagban@asteronlife.co.nz
Booster
Aaron Scott Adviser Relations Support
Mobile: 027 277 9337 | Email: Aaron.Scott@booster.co.nz
Chubb
* Peter Mensah Business Partner Manager
Mobile: 021 227 4087 DDI: 09 300 8990 | Email: Peter.Mensah@chubb.com
Fidelity
Peter Warfield Business Manager – Auckland
Mobile: 027 6030903 | Email: peter.warfield@fidelitylife.co.nz
Fisher Funds
Stephany van der Werf Head of Third-Party Distribution
Mobile: 021 022 32197 | Email: stephany@fisherfunds.co.nz
Generate (KiwiSaver)
Paula Damen Business Development Manager
Mobile: 021 224 0972 | Email: paula.d@generatekiwisaver.co.nz
Milford
Andre Makarevich Business Development Manager
Phone: 09 921 4810 | Email: AMakarevich@milfordasset.com
NZ Funds
Sid Singh Principal, Advisory Services
Phone: 09 918 9743 | Mobile: 021 764 242 | Email: sid.singh@nzfunds.co.nz
Nib
Stu Crowther
T: 0800 238 642 | Email: stu.crowther@nib.co.nz
Partners Life
Dave Lewis Business Development Manager
Mobile: 021 739 290 | Email: davelewis@partnerslife.co.nz
Resolution Life
Damian Herrick National Adviser Relationship
Mobile: 027 707 0141 | Email: damian.herrick@resolutionlife.co.nz
Southern Cross
Hayley Ceselli Business Development Manager – Adviser
Mobile: 021 1902381 | Email: hayley.ceselli@southerncross.co.nz
As of 13/05/2024
MTG Cambridge – Provider BDM’S
AIA
Bryan Rippey
Mobile: 021 826 017 | Email: Bryan.rippey@aia.com
Asteron
Josh Broadbent
Mobile: 027 536 9880 | Email: josh_broadbent@asteronlife.co.nz
Chubb
Peter Mensah
Mobile: 021 227 4087| Email: Peter.mensah@chubb.com
Fidelity
Darryl Fale
Mobile: 021 190 3948 | Email: darryl.fale@fidelitylife.co.nz
Nib
Arishma Singh
Mobile: 021 2607687 | Email: arishma.singh@nib.co.nz
Partners Life
Gareth Allen
Mobile: 021 516 644 | Email: garethallen@partnerslife.co.nz
As of 23/2/2024
MTG Christchurch – Provider BDM’S
AIA
Andrew Sparrow
Mobile: 027 703 5873 | Email: andrew.sparrow@aia.com
ANZ
Lowell Mallon
Mobile: 021 160 3373 | Email: lowell.mallon@anz.com
Asteron
Chris Flett
Phone: 03 371 9773 | Mobile: 021 722 175 | Email: chris_flett@asteronlife.co.nz
Chubb
Ian Greig
Mobile: 021 280 5200 | Email: Ian.Greig@chubb.com
Fidelity
Gary Binnie
Mobile: 021 976121 | Email: gary.binnie@fidelitylife.co.nz
Nib
Steph Walker
Mobile: 021 579580 | Email: steph.walker@nib.co.nz
NZ Funds
David Adams
Mobile: 021 289 6130 | Email: David.Adams@nzfunds.co.nz
As of 14/2/2024
MTG Hamilton – Provider BDM’S
AIA
John-Paul Fraoli
Mobile: 022 0123751 | Email: john-paul.fraioli@aia.com
Chubb
Phil Thompson
M: 021 242 3816 E: phil.thompson@cigna.com
Generate
Weini Winslow
Mobile: 021 508 091 | Email: weini@generatekiwisaver.co.nz
Partners Life
Gareth Allen
Mobile: 021 516 644 | Email: garethallen@partnerslife.co.nz
Confirmed as of 22/02/2024
MTG Napier (Lewis Limited) – Provider BDM’S
Accuro
Phil Longworth
Sales Support
Phone: 04 495 8633 | Email: phil.longworth@accuro.co.nz
AIA
Vicky Abbott
Senior Corporate Solutions Specialist
Phone: 09 892 2710 | Email: nz.corporatesolutions@aia.com
AIG
Email: AIGtravel@aig.com
Asteron Life
Jon Lloyd
Mobile: 027 271 3692 | Email: jonathon_lloyd@asteronlife.co.nz
Daniel Buckett
Employee Insurance Pricing & Retention Consultant
Phone: 0800 808 106 | Email: daniel_buckett@asteronlife.co.nz
Aaron Whyte
Account Manager
Phone: 09 370 0600 | Email: ei.asteronlife@gbtpa.co.nz
Chubb Life
Rachel McBeath
Distribution Operations Senior Specialist, Distribution
Mobile: 021 396 930 | Email: Rachel.mcbeath@chubb.com
Craigs Investment Partners
Kaye Germann
Client Services Onboarding
Phone: 07 927 7957 | Email: kaye.germann@craigsip.com or clientservices@craigsip.com
Fidelity Life
Aimee Carmichael
Key Account Manager – Group Insurance
Phone: 09 339 0620 | Email: aimee.carmichael@fidelitylife.co.nz
Sam Button
Key Account Manager – Group Insurance
Phone: 09 339 0616 | Email: sam.button@fidelitylife.co.nz
Shea Wilkinson
Operations Manager
Phone: 09 339 0613 | Email: shea.wilkinson@fidelitylife.co.nz
nib
Karl Krause
Adviser Partner Manager
Mobile: 021 901 843 | Email: carl.krause@nib.co.nz
Pippa Leydon
Existing Business & Key Accounts Manager
Email: pippa.leydon@nib.co.nz
Kate Weatherall
Adviser Relationship Manager
Email: kate.weatherall@nib.co.nz
Partners Life
Debbie Lawrence
Affinity Operations Manager
Email: debbielawrence@partnerslife.co.nz
Phone: 09 951 5027 | Mobile: 021 463 516
Resolution Life
Ingrid Tasker
Workplace Plan Specialist
Phone: 04 498 8008 or 09 558 0537
Email: ingrid.tasker@resolutionlife.co.nz or workplace@resolutionlife.co.nz
Southern Cross
Hayley Ceselli
Business Development Manager – Adviser
Mobile: 021 190 2381 | Email: Hayley.ceselli@southerncross.co.nz
As of 22/2/2024
MTG Tauranga – Provider BDM’S
Accuro
Stephen Crawley
Mobile: 021 2273149 | Email: Stephen.crawley@accuro.co.nz
AIA
John-Paul Fraoli
Mobile: 022 0123751 | Email: john-paul.fraioli@aia.com
Asteron
Ashley Buck
Phone: 09 3527672 | Email: ashley_buck@asteronlife.co.nz
Chubb Life
Phil Thompson
Mobile: 021 242 381 | Email: phil.thompson2@chubb.com
KAM Naman Shama
Email: naman.sharma@chubb.com
Fidelity Life
Vanessa Turley
Phone: 09 3652096 | Email: vanessa.turley@fidelitylife.co.nz
Generate
Weini Winslow
Mobile: 021 508 091 | Email: weini@generatekiwisaver.co.nz
Nib
Carl Krause
Mobile: 021 901843 | Email: carl.krause@nib.co.nz
Sahil Sharma
Email: sahil.sharma@nib.co.nz
Partners Life
Georgia Ranera
Mobile: 021 524 856 | Email: georgiaranera@partnerslife.co.nz
Resolution Life
Email: lifeadviseroperations@resolutionlife.co.nz
Southern Cross
Hayley Ceselli
Mobile: 021 1902381 | Email: hayley.ceselli@southerncross.co.nz
As of 22/2/2024
MTG Whanganui – Provider BDM’S
AIA
Jozac Hillary – Southland BDM
Mobile: 027 442 2512 | Email: Jozac.hillary@aia.com
Hannah Anderson – Regional Manger
Details – TBA
Chubb Life
Simon Prentice – Business Partnership Manager
Mobile: 021 567 932 | Email: simon.prentice@chubb.com
Nib
Stu Crowther – Adviser Partner Manager
Mobile: 021 822 151 | Email: stu.crowther@nib.co.nz
Fidelity Life
Peter Warfield – Business Manager
Mobile: 027 603 0903 or 09 300 8990 | Email: peter.warfield@fidelitylife.co.nz
NZ Funds
Jeff Motion
Details TBA
Partners Life
Jude Dalzell – Adviser Distribution Manager
Mobile: 021 452 789 | Email: judedalzell@partnerslife.co.nz
Select Wealth Management
Andrew Kelleher
Phone: 09 308 1450 | Email: info@selectwealth.co.nz
Southern Cross Group Scheme
Tim Jones – General Manager MTG
Mobile: 021 660 834 | Email: tim@mauricetrapp.com
Synergy Investments
Ben Brinkerhoff
Email: ben.brinkerhoff@consilium.co.nz
Medical Claims - Supplier Information
Submitting a claim online
To submit a claim online, clients must provide the following for assessment:
GP referral letter to specialist or scan request referral form (e.g.x-ray, ultrasound)
If after seeing the Specialist they have been recommended for further investigations such as scans (MRI, CT scan etc), insurer will need the following for approval:
Specialist consultation letter as it details diagnosis and plan (investigation or treatment). Booking confirmation and estimate cost is NOT sufficient for assessment as it contains no medical information and/or
MRI, CT Scan referral
If it is a Cancer claim please get in touch with us and we will look after the medical claim
For on-going claims for the same condition, an approval is not required for follow up consultations – if the initial consultation was approved. Insurer might ask for an updated specialist letter to process the payment. This is to confirm if it is still medical necessary the client returned for consultation.
The timeframe is between 6-12 months depending on the provider therefore, it is good to have the latest letter when submitting the invoice. This will allow provider to process without requesting further information.
We are happy to answer questions but please have the following details if you have question. This will enable us to provide an accurate answer.
Checking for coverage
What is the condition they are wanting to claim on? Are they claiming surgical or something else?
If the clients want to know if a treatment is covered, please provide condition the treatment is for and name of drug of known.
Checking for payment (Client wanting us to follow up)
Claim/ Policy number
Date of invoice/receipts submitted
Amount of invoice/Receipts
Note: The insurer will ask these questions if we call to follow up/query. Common questions from clients as an example…
Wisdom teeth removal (unerupted and/or impacted) – Covered unless it is in the exclusions. Root Canal is not covered.
Standalone Psychatrist/Psychologist consultations, ADHD assessment, – not covered as under general exclusion for Mental Health.
Skin Doctors – There has been an increase in clients having consultations with “specialists.”
Please remind clients to seek prior approval for this as some of doctors are not considered as a “Specialist” under their medical policy wording.
Providers Claims details
Partners Life
0800 145 433
Monday to Friday 8.30am to 5pmFor on-going claims, please send the request to claims@partnerslife.co.nz and in subject line: Name, Policy number, Claim number It is important to have these details in the subject line so it will be attached to the claim/right queue for processing. Turnaround for approval today is
AIA
0800 500 108
Mon- Fri 8.30 am to 5.30pmMy AIA (they have to be registered to login to submit a claim)
Online claim form (Approval, reimbursement, invoice to be paid) Personally I recommend this one.
There’s also Live Chat (need to scroll down and select “start chat” new window will pop up for you to fill in details)
For on-going claims, please send request to nz.healthclaims@aia.com and in subject line: Name, Policy number, Claim number.
Nib
0800 123 642
Mon – Fri 8.30am to 5pmMember portal or through the nib App (download from Apple or Google play)
Video instructions available if they are not tech savvy. Here or can see the instructions here
For on-going claims, the app is the quickest way to get to nib. The turnaround timeframe is also shortly. Where via email, it is a manual process on nib’s end. If they do want to email, claims@nib.co.nz in subject line: Name, Policy number, Claim number.
Southern Cross
0800 800 181
Mon-Thu 8:00am – 5:00pm, Fri 9:00am – 4:30pm.Membership portal SX do not accept email for claims anymore.
Accuro
0800 222 876
Monday to Friday 9-4pmMake a claim through their member portal
They can also email the claim to claims@accuro.co.nz for processing. Information regarding claims with Accuro, here