Track your applications and pipeline business at the touch of a button with your New Business Dashboard. And with everything in one place, you can see what’s going on at any time.
Your new business dashboard
- see an overview of your pipeline business
- search by surname or policy number
- filter by policy status
- view multiple records at a glance.
Look out for further improvements to the Adviser Dashboard coming soon that will give you more information, allowing you to stay even closer to your cases.