This site is for financial adviser use only.
Underwriting
An end-to-end digital experience
Our insurance application and quoting platform, is fully integrated within The Adviser Portal. This means you can manage the end-to-end underwriting process in one place.
Managing your client portfolio
After submitting your client’s policy application, it’s easy to manage your portfolio within The Adviser Portal. You can use it to:
- track applications
- update policy details online
- see upcoming events at a glance
- submit and monitor claims
- send documents securely
- project premium costs
- generate quotes to increase, reduce or remove cover
- run reports across your portfolio
- access valuable portfolio insights and analytics.