The Insurance Advisor Portals
Insurance Advisor has two web portals: one for staff (admins and advisors) and one for customers (policyholders). Which one you land on is decided automatically by who you are, so you always arrive in the right place.
The advisor portal (staff)
The workspace for admins and advisors. Advisors see only their own book of business; admins see everything across the agency, plus the admin-only areas (Updates, Agents, and agency settings).The customer portal (policyholders)
The self-service portal for customers, who only ever see their own records: My Policies, Explore Plans, My Applications, My Advisory, Invoices, Nominees, Service Requests, KYC Verification, Feedback, Notifications, and My Profile.The Law Management Workspace
Law Management uses a structured workspace with shortcuts and card groups organised around the legal workflow.
Daily Monitoring by Role
Advisor - Start of Day
- Open Tasks and work the highest-priority items first: Overdue tasks, then Critical and High renewals.
- Check Leads for new prospects and any leads waiting to move through the pipeline. Work the Hot and Warm leads first.
- Review Policies for any banded High on lapse risk - reach out to the client before the grace end date.
- Check Renewals and follow up on the most urgent ones before the due date.
Admin - Start of Day
- Review the Updates feed for new leads, submitted applications, payments, service requests, and feedback across the agency.
- Open submitted E-Applications and run underwriting, then approve any that pass the pre-issue checklist.
- Review Claims that have been submitted and move them through review and approval.
- Check Commissions and mark any earned commissions as Paid.
- Review Agents performance and the dashboard for the overall state of the agency.
Customer - As Needed
- Check Notifications for updates on policies and service requests.
- Open Invoices to download premium receipts, and My Policies to review cover.
- Use Service Requests for any change (address, contact, or nominee) and KYC Verification to keep identity details current.
Monitoring Without Reports
Neither Law Management nor Insurance Advisor has custom-built reports on this site. Your primary monitoring tools are list views with filters.Useful Insurance Advisor Filters
Useful Law Management Filters
Notifications & Alerts
Insurance Advisor keeps people in step through in-app alerts and opt-in WhatsApp updates. Nothing is messaged without the customer’s consent.In-app alerts
WhatsApp updates (opt-in)
If the agency has WhatsApp updates switched on and the customer has opted in, short messages are sent on their registered mobile number:Print Formats
Insurance Advisor records print formal copies on agency letterhead from their own print views:
To print: Open the record (policy or payment) → click Print → preview or save as PDF. The agency name, address, logo, and contact details are filled in from your agency settings at the moment you print.