Logging in
1
Open the login page
Go to your agency’s Insurance Advisor address and sign in with the email and
password you were given.
2
Let the system route you
Staff (admins and advisors) are taken to the advisor portal. Customers are taken to
the customer portal. You do not need to pick.
3
Reset your password if needed
If you are a new customer, an admin can either set your portal password for you when
they add or convert your lead (so you can sign in straight away), or send you a reset
link so you can choose your own before your first sign-in.
Customers are portal-only users: your login gives you the customer portal and nothing
else. Staff logins open the advisor portal.
The advisor portal (staff)
This is the workspace for admins and advisors. Advisors see only their own book of business; admins see everything across the agency, plus two areas that are admin-only.Dashboard
Your landing page, with key numbers and an overview of your pipeline.
Updates
A single activity feed across the whole agency (new and converted leads,
applications, issued policies, payments, service requests, and feedback), with
category and date filters. Admin-only.
Leads
Your prospects. Open a lead to log a call, record a follow-up, and move it along the
pipeline.
Customers
Your clients. Open a client to see their details, policies, and KYC.
Agents
The agency’s advisors and their performance. Admin-only.
Tasks
Your to-do list of follow-ups, renewals, and document work.
Need Analysis
Assess a client’s coverage needs and gap. An admin can assign any advisor here; an
advisor’s own form is set to themselves.
Sales Illustration
Compare plans side by side with projected premiums and maturity values.
E-Application
File a proposal for a lead with nominees, health declarations, and the client’s
consent, and carry it through submit, review, and approval right on the page.
Submitting it turns the lead into a client with a portal login; when it is approved
the policy is issued for you, with a shortcut to record the first premium.
KYC Upload
Upload and verify a client’s KYC documents.
Products
Browse the plan catalog (admins can create and edit plans).
Policies
The policies in your book, with their status and key dates.
Commissions
The commission you have earned, with tax and net amounts.
Payments
Record premium payments and review collections.
Service Requests
Requests raised by your clients (address, contact, or nominee changes). View one and
set its status: the update reflects back to the client’s portal.
Feedback
Client compliments, complaints, and suggestions to respond to.
Notifications
Alerts about your clients, policies, and commissions.
Profile
Your public digital-card microsite: bio, specializations, highlighted plans, and
testimonials.
A typical advisor flow
1
Qualify the lead
Open a lead from Leads, log your call, and move it through Contacted, Qualified,
and Proposal.
2
Analyze and illustrate
Run a Need Analysis, then build a Sales Illustration to recommend a plan.
3
File the application
Complete an E-Application with nominees and the client’s consent, and submit it.
4
Issue and collect
Once the application is approved a policy is created. Record premiums under
Payments, and your commission appears under Commissions.
The customer portal (policyholders)
This is your self-service portal. You only ever see your own records.My Policies
All your policies. Open one to see its full detail.
Explore Plans
Browse the plans on offer with their key features. Open a plan to see its detail.
My Applications
The applications made for you and where each one is in the process.
My Advisory
The needs assessment and plan illustration your advisor prepared for you.
Invoices
Your premium invoices and receipts, ready to download.
Nominees
The nominees on your policies. Request a change when you need to.
Service Requests
Raise a request such as an address, contact, or nominee change, and track its
progress.
KYC Verification
Submit or update your KYC details and documents.
Feedback
Send a compliment, complaint, or suggestion to your advisor.
Notifications
Updates about your policies and the requests you have raised.
My Profile
Keep your own contact details up to date.
Some fields are managed by your advisor for compliance and are shown as read-only on
your side, such as your KYC verification status and your assigned advisor. You can
always update your own contact and profile details.
A typical customer flow
1
Check your policies
Open My Policies and select a policy to review its cover, premium, and dates.
2
Download an invoice
Go to Invoices and download the premium receipt you need.
3
Raise a request
Use Service Requests for a change (for example a nominee or address update) and
follow it through to completion.