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Limited services period

Our new integrated digital platform AMP Life Portal is designed to improve your day-to-day interactions with us, and ultimately help you provide exceptional service to your AMP Life customers.

Limited services period

In the short term, the way we work together will be affected. From Saturday 22 May until August there’ll be a limited services period, as we transition data from AMP’s Planner Portal to AMP Life Portal.

IMPORTANT: This limited services period will only impact AMP Life retail products. AMP products will not be affected during this time, and you will continue to receive full service via AMP Planner Portal.

To reduce the disruption to your business during the limited service period, there will be interim processes in place for some activities. 

Here’s an overview of how to complete activities and send requests during the limited services period. Please note, access to information will be across multiple systems for a short period.

Activities Interim processes – 22 May to August
Details
To view a customer’s product details View details on AMP Planner Portal or ClientHub (AMP aligned advisers only).

NOTE: This function is read only during the limited services period.

To update a customer’s details:

  • Email
  • Phone number
  • Address
  • Payment details
  • Communication preference
  • Tax file number
  1. Click on the Online enquiry form and complete step 1.
  2. Go to step 2, select ‘update customer details’ and select request type.
  3. Upload any relevant documents.
  4. Click submit.

To make changes to a customer’s:

  • Superannuation policy
  • WOL and Endowment policy
  • Insurance policy
  • Investment policy
  • Retirement policy
  • Bond policy
  1. Go to ‘forms’ on amplife.com.au
  2. Search for the correct form eg enter ‘FLP increase alteration’ into the search field and select the correct form.
  3. Complete the form, which is a writable PDF.
  4. Save form as a PDF to desktop.
  5. Click on the Online enquiry form and complete step 1.
  6. Go to step 2, select ‘Make a change to my customer’s policy’ and select request type.
  7. Upload form from desktop.
  8. Click submit.

To enquire about a customer’s:

  • Premium payments
  • Claims
  • Policy maturity
  • Insurance policy
  • Superannuation policy
  • Investment policy
  • Whole of Life and Endowment policy
  • Retirement policy
  • Bond Policy
  1. Click on the Online enquiry form and complete step 1.
  2. Go to step 2, select ‘make an enquiry’ and select request type. 
  3. Upload documents if required.
  4. Click submit.
Documentation and quote requests
Generate a new Elevate quote
  1. Generate quote via Elevate Online on AMP Planner Portal.
  2. Download and save the quote in PDF to desktop.

NOTE: As part of the data migration, some functionalities have been disabled. As a result, when filling out the ABN number and the credit card details, you will be prompted “Please enter a valid number”. Please ignore this prompt.

When you are downloading the quote click the ‘save’ button at the top of the screen, not the ‘Save & exit’ button on the right of the screen.

Lodge new Elevate application

Starting Friday 21 May to lodge an application you will need to:

  1. Generate Elevate quote.
  2. Complete Elevate application form (found on AMP Planner Portal) and save as PDF.
  3. Complete ‘personal statement’ form, which is a writable PDF and can be found under ‘forms’ on amplife.com.au, search for ‘personal statement form’.
  4. Save personal statement as a PDF to desktop.
  5. Click on the Online enquiry form and complete step 1.
  6. Go to step 2, select ‘Submit application for an Elevate Policy’ and select request type.
  7. Upload the quote, application form, and personal statement PDF documents.
  8. Click submit.

NOTE: As part of the data migration, some functionalities have been disabled. As a result, when filling out the ABN number and the credit card details, you will be prompted “Please enter a valid number”. Please ignore this prompt.

You will not be able to lodge new applications via Elevate Online from Thursday 20 May 5pm.

Generate an Illustrations Plus quote Continue to generate, save and retrieve quotes via your desktop app. 
Request insurance quote alterations to an existing policy (excluding Illustrations Plus)
  1. Click on the Online enquiry form and complete step 1.
  2. Go to step 2, select ‘Submit a request for a quote’ and select request type.
  3. Upload files.
  4. Click submit.
Send documents to AMP Life
  1. Save documents as a PDF.
  2. Click on the Online enquiry form and complete step 1.
  3. Go to step 2, select ‘provide documentation for an existing request’ and select request type.
  4. Upload files.
  5. Click submit.
Servicing your customers
Find a form

Search for forms on amplife.com.au. 

If you cannot find the form you are looking for, please complete the Online enquiry form.

Manage beneficiaries 
  1. Search for the correct form on amplife.com.au 
  2. Complete form and save as a PDF to desktop.
  3. Click on the Online enquiry form and complete step 1.
  4. Go to step 2, select ‘make a change to customer policy’ and select request type. 
  5. Upload completed form.
  6. Click submit.
Request underwriting pre-assessment
  1. Search for the correct form on amplife.com.au - search for ‘underwriting pre-assessment’ form.
  2. Complete the form and save as a PDF to desktop.
  3. Click on the Online enquiry form and complete step 1.
  4. Go to step 2, select ‘Submit Underwriting pre-assessment test’ and select request type.
  5. Upload files.
  6. Click submit.
Submit applications (excluding Easylodge)
  1. Search for the correct form on amplife.com.au.
  2. Complete form and save as a PDF to desktop.
  3. Click on the Online enquiry form and complete step 1.
  4. Go to step 2, select ’submit and select request type.
  5. Upload completed application form.
  6. Click submit.
Submit Know Your Customer (KYC) lodgement 
  1. Search for the correct form on amplife.com - search for ‘KYC’ form and choose the correct one (there are 4).
  2. Complete the form and save as a PDF to desktop.
  3. Click on the Online enquiry form and complete step 1.
  4. Go to step 2, select ‘Submit a KYC form’ and select request type.
  5. Upload KYC form.
  6. Click submit.
View transaction history

Continue to view on AMP Planner Portal.

NOTE: This function will be read only during the limited services period. 

 

Services not available during the limited services period

During the limited services period you will not be able to: 

  • Access reporting.
  • View customer statements and correspondence. During this period customers will be able to view their statements and correspondence on MyAMP. 
  • View new and historic service requests.
  • View customer and practice calls to AMP Life. 
  • Update communication preferences for AMP Life service requests. 
  • Request temporary customer access.

More support

If you need help during the limited services period, we have extra support available - just use the Online enquiry form on amplife.com.au/advisersupport or call us on 133 731 and let us know how we can help.

Important information

AMP Life Limited ABN 84 079 300 379, AFSL No. 233671 (AMP Life), has proudly served customers in Australia since 1849. AMP Limited ABN 49 079 354 519 (AMP Limited) has sold AMP Life to the Resolution Life group whilst retaining a minority economic interest. AMP Limited has no day-to-day involvement in the management of AMP Life whose products and services are not affiliated with or guaranteed by AMP Limited. AMP Limited is not liable for products issued by AMP Life or any statements or representations made in the PDS or policy document for those products. “AMP”, “AMP Life” and any other AMP trademarks are used by AMP Life under licence from AMP Limited.

Any advice and information on this website is general in nature and is provided by AMP Life, which is part of the Resolution Life group. The advice does not take into account your personal objectives, financial situation or needs. Therefore, before acting on the advice, you should consider the appropriateness of the advice, having regard to those matters as well as the relevant product disclosure statement (PDS) or policy document, available from AMP Life at amplife.com.au or by calling 133 731, before making a decision about the product. Consider speaking to a financial adviser if you have any concerns.

If you decide to purchase or vary a financial product, AMP Life and/or other companies within the Resolution Life group will receive fees and other benefits, which will be a dollar amount or a percentage of either the premium they pay or the value of their investments. You can ask us for more details.

AMP Life is part of the Resolution Life group and can be contacted on 133 731 or via the contact us page.