🪁 Insurance Advisers
Client advice owners for Life & Health insurance.
- Daryl Taylor (also Mortgage Adviser)
- Wanita Tautua
- Nigel Avery (also Mortgage Adviser)
- Blake Ensor
🏥 Our Insurance Provider Panel 6 providers
The 6 providers MortgageMe works with for Life & Health Insurance. Click any card to open the provider’s SharePoint resource folder.
AIA
Major NZ insurer · Life, Trauma, TPD, IP, Health
Open SharePoint →
Asteron Life
Comprehensive personal risk insurance
Open SharePoint →
Chubb Life
Personal risk insurance specialist
Open SharePoint →
Fidelity Life
NZ-owned life insurer
Open SharePoint →
NIB
Health insurance specialist · Main health provider
Open SharePoint →
Partners Life
Life, Trauma, IP — NZ-owned
Open SharePoint →
📝 Insurer Quoting Guides 6 guides
Quick reference guides for quoting each insurer — created by Linda Spicer, our outgoing IAS, for the team.
AIA Quoting Guide
Step-by-step quoting for AIA products
Open Word doc →
Asteron Quoting Guide
Step-by-step quoting for Asteron Life
Open Word doc →
Chubb Quoting Guide
Step-by-step quoting for Chubb Life
Open Word doc →
Fidelity Quoting Guide
Step-by-step quoting for Fidelity Life
Open Word doc →
NIB Quoting Guide
Step-by-step quoting for NIB Health
Open Word doc →
Partners Life Quoting Guide
Step-by-step quoting for Partners Life
[Coming soon — Partners Life guide to be added]
Open Word doc →
📋 Workflow & How-Tos 5 documents
Key workflow documents and quoting tool references. Built on Milly Elworthy’s SharePoint site established since starting June 2026.
PDF
Insurance Advice Workflow Explained
Full advice workflow walkthrough — Milly’s onboarding starting point (18 May 2026)
Open →
Live
Insurance Workflow Interactive Checklist
10-stage interactive workflow — tick tasks, save progress, search
Open →
PDF
Quote Monster — Basic Quoting
Quoting tool guide for the IAS team (Needs Analysis to come)
Open →
Word
Insurance Needs Analysis
Needs analysis template for client interviews
Open →
PDF
Trail Stages for Insurance Client Journey
Visual stages of insurance pipeline in Trail
Open →
🌐 Provider Websites Public sites
Direct links to each provider’s main NZ website for product info, news, and contact details.
📞 Insurance BDM Contacts Maintained by Milly
📊 Insurance BDM Contacts Spreadsheet
Live spreadsheet maintained by Milly Elworthy — BDM contact details, adviser portal logins, and provider service centres.
📊 Open BDM Contacts Spreadsheet
Note: Spreadsheet is currently maintained by Milly Elworthy. A polished interactive contact list page (like the Lender Contact List) can be built once the data is finalised.
👥 Insurance Team
🤝 Insurance Adviser Support (IAS)
Quoting, documentation, and admin support for insurance advisers.
- Linda Spicer — Senior IAS (transitioning out)
- Milly Elworthy — IAS (started June 2026)
Milly is the primary IAS contact going forward. Linda remains available for complex cases during the transition.
🏆 Source & Credits
This Insurance Hub draws from work by Milly Elworthy (the Insurance SharePoint site she’s built since starting June 2026) and Linda Spicer’s quoting guides.
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