New user features on the broker portal

Wait, what......more than 10 UX boosts in this release?

We've just deployed some super helpful user experience updates enabling you to:

• Create a 'headless' quote without providing client name - 4 questions to quote!
  
• Select a customer type - Individual / Organisation / Company / Charity
• Search a client's occupation using any keyword
• When you do create a customer or add the name to issue a quote, if the customer is a charity we've made it easy to search for details to be auto-populated with our charity auto look-up 
• Access useful tips as you progress through the quote path via our chat pop-ups and tool tip icons (?)
• Tailor even more benefits than before
• View premium breakdown whilst in the quote path
• View and adjust commission whilst in the quote path
• View reasons for a quote needing to be referred on the quote summary page
• Provide referral notes for underwriter consideration prior to submitting
• Edit all sections of a quote from the quote summary page
• View all versions of a clients quote and policy history
• Receive automated Certificate of Currency on bind and amendment of policy, and many more...

For more useful info on navigating our broker portal...

Blend Insurance Solutions Pty Ltd (ABN: 47 617 346 353 AFSL: 500768) (“blend”) is an underwriting agency and acts as agent under a binding authority for the Australian branch of Allied World Assurance Company, Ltd (ABN 54 163 304 907).

The content contained on this website is intended for insurance intermediaries only. The insurance products referred to on this website can only be purchased through a broker. Any information contained in this website has been prepared without taking into account your client’s objectives, financial situation or needs. Before making a decision to purchase the product, we recommend that your client considers whether it is appropriate for their circumstances and reads the Product Disclosure Statement (‘PDS’) and all relevant policy wording, a copy of which can be obtained by contacting blend.