To help you work smarter when it comes to managing your GI business we’ve introduced new features to Adviser Hub.
Your dashboard now provides you with a greater level of detail, analysis and transparency by showing you a breakdown of your GI book.
Your breakdown details the products which make up your GI book, the number of live policies and the average life and cost of existing policies.
To make it even easier to place a pending policy on risk you can now do this through your dashboard. Your dashboard displays your oldest pending policies.
Simply press the 'Start Policy' button and you'll be able to provide the missing information needed then and there.
To make it quicker and easier to requote an expired quote, you now have a dedicated 'Expired Quotes' section within Adviser Hub. Simply click the quote reference or the requote button in order to check all the client details and make any amends.
Once you're ready, press the requote button and voila! You'll have a new quote from our panel of cherry picked insurers.
James Loder, Proposition Director, commented: “With Adviser Hub, advisers can be sure that all data is presented in real time and, where appropriate, we will analyse that data to make it more powerful and easier to use. This latest launch is all part of our ongoing commitment listening to how advisers use Adviser Hub and developing our technology to empower advisers to develop their business.”
Login to Adviser Hub now to see how these new features can help you work smarter when it comes to your GI business.