Practical resources for your daily work
A starting point for onboarding, managing enquiries and keeping customer information organised.
Before you begin
- Complete the account and profile steps in your partner portal.
- Learn how to identify customer requirements without making assumptions.
- Keep policy documents and customer information within authorised channels.
From enquiry to policy
Record the customer's stated product needs and follow-up preferences. Explain options using the relevant insurer documents, and confirm details before an application is submitted.
After a policy is issued
- Check the policy schedule and contact details with the customer.
- Help customers locate the insurer's claims information.
- Review approaching renewal dates and any changed requirements.