23 April 2019 - Updated Broker Portal Experience

Modified on Wed, 24 Apr 2019 at 09:31 AM

Through user testing and feedback received from our valued broker partners we have made a number of updates to our broker portal which coincide with the launch of our updated Personal Accident and Sickness product.

Some of the key changes to the quoting experience include:

  1. When creating a new customer, email, phone number and salary are now optional fields so if you don't have this information, we don't prevent you from obtaining a quote.
  2. You can now adjust the level of weekly $ and weekly % independent of declared Salary.
  3. 'agreed value' is now available to select for weekly benefits up to $1,500 per week.
  4. Underwriting questions related to details of current cover and pre-existing medical conditions have been removed. Remember to tell your clients about the Pre-Existing Medical Conditions exclusion and its associated definition.
  5. We no longer ask for the inception date at time of quote and instead ask for confirmation at time of binding cover.
  6. You can now view all transaction history for a client via their customer profile page.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article