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.

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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.