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Everyone can edit their own contact info and photo. Assigning roles is a Superuser-level action.
Open a brokerage to manage its information, lead settings, workflows and users. Details are visible to everyone; changing them is a permissioned action.
The choices on a new lead's "Lead Source" and the leads filter. Add, rename or remove them; leads already saved keep their value.
The email address each process sends to.
What happens when a lead of a given insurance type is submitted for quoting: who is emailed, what is sent, and who is copied. With no active workflow for a type, the quote request goes to the Quoting address above, as before.
Tick everyone who works under this brokerage. A person can belong to more than one.
Per insurer and product: what can be quoted directly under a binder (and to what Rand limit), what's declined outright, and any general underwriting rules. What you can change depends on your Insurer Settings access.
Check each row against the document before saving — nothing is stored until you confirm.
Issues and change requests logged from the Support page. Viewing is open to everyone; resolving is a permissioned action.
Tick which roles can do what, then save. Changes take effect immediately for everyone.
What this product needs from the client once they have signed the Record of Advice.
The after-acceptance checklist needs a one-time database update before it can be saved on this site.
What this insurer needs from the client once they have signed the Record of Advice. A product can follow this or have its own.
The after-acceptance checklist needs a one-time database update before it can be saved on this site.
Add a new lead below.
Upload a policy schedule, or a PDF/screenshot of an email (you can pick several files at once) — we'll try to pre-fill the fields below.
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