We offer you tools that help you enhance your customers’ experience
Adviser portal features
Track and Trace
Easily track the status of your clients’ insurance medical requests.
Save the hassle of having to constantly follow up with underwriters and doctors by getting real-time updates on the status of your clients’ medical information requests, online. And easily add your own notes and communicate with insurance personnel on each case, in a single place.
Comprehensive NZ GP database with insights that help you plan with more certainty.
Digital Application & Claim Forms
Process information faster and give your clients’ the digital form experience they expect.
Allow your clients to complete application or claim forms easily, quickly and securely on any device. Reduce rework, improve information quality and have peace of mind knowing that your clients’ information is well protected.
*Available Insurer forms are at no cost to advisers. Fees apply if you want us to build your own forms.
Request a demo
We'll provide you a live demo in person or remotely at a time that suits you.