For intermediary use only, not for use with customers
Aviva Broker
Portal What’s
coming up?
For intermediary use only, not for use with customers
Aviva Broker Portal What’s coming up?
Hello Amy,
View your Solutions renewal offers in Broker Portal today!
Since our initial launch of Broker Portal, we have been busy developing our exciting Solutions renewal quoting feature, which will be available for you to use shortly. In the meantime take a look at the first renewal screen, which provides you with an overview of the renewal offer. This doesn’t replace the email renewal terms you receive from us, but will provide you with renewal offer information such as:
1.
Renewal premium and last year’s cost of cover
2.
Policy benefits at renewal
3.
Renewal membership
How do I access this information?
You will see a new button on the member management screen called Renewal details. If the policy is in its renewal period (that’s 49 days prior to the renewal date) clicking on the button will provide you with a view of the policy renewal details.
That’s not it…
In addition to the new screen, we have also taken the opportunity to react to feedback you gave us about the membership management screen. You told us that you would like to see a more detailed view of the membership and we have delivered just that. Click on the ‘View details’ link in the membership list to see more information about a member such as address, contact details, original moratorium underwriting dates and effective date.
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Testimonials
Like the friendly can do approach, keep it up!
Michael McGuiness, Adviser
My experience with TRM so far has been excellent I can’t tell you how much you guys have lifted me since March. The positive approach shown by everyone to get the business on and to get the commission paid is up lifting. What a breath of fresh air, great Network and fantastic positive attitude.
Andrew Smith, Adviser
You are a wake up call to this market and a revelation compared to my previous network.