Intermediary Portal – Agents


The Intermediary Portal empowers intermediaries to work remotely and offer a digitally enhanced customer experience. The solution enables the intermediary channel to digitally onboard new customers and proactively manage customer retention. The risk of NTU (Not Taken Up) is reduced through quicker acceptance of new business and data quality is improved through upfront validation. The onboarding is made more efficient through reduction in data capture and the elimination of paper based, manual processes. Intermediaries are also enabled to proactively manage lapses and maturities improving customer retentions.

The Intermediary Portal provides empowerment through:

  • get real-time quotes, including projections
  • capture and submit applications online
  • manage all client information on one online platform
  • manage all leads
  • manage expected commission
  • submit claims with supporting documents
  • proactively manage policies with a risk of lapsing or reaching maturity



Understand some of the basic features that are currently available within the Intermediary Portal with specific focus on the Agents.

View how you can maintain your prospective and new client information within the application whilst various activity types; as shown below, are completed in the demonstration videos:

  • View the four standard sub-dashboards available on the main dashboard
  • Create new clients
  • Create new leads and upload a set of bulk leads and convert these leads into clients
  • Search for clients and leads
  • Capture quotations and submit the application
  • Work with a policy once accepted
  • Search for contracts and work with claims
  • Download files from the document repository
  • Use the alternative views to draw the standard basic enquiries

Course Materials