The agent portal

The agent portal at /agent lets your agents and brokers work their book without phoning you: quote, submit, follow renewals and claims, and - if you allow it - issue policies on the spot.

Setting an agent up

1. On the agent (under Distribution > Agents and brokers), fill in the Agent portal section:
   • May issue on the spot - whether approved quotes inside the authority become policies at the press of a button.
   • Authority: highest sum insured - quotes above it can still be submitted, never issued. A binding authority on their page replaces this simple limit with sum insured, premium and discount limits and referral rules (see Agents, brokers and the sales network).
   • Products they may quote - leave empty for all active products.
2. Choose Invite to the agent portal. The invitation email carries a set-your-password link.

What agents see

Only their own book - policies and quotes placed through them, their clients, their commission. Nothing of anyone else's.

• My book - policies in force, premium, pending commission, renewals in the next 60 days, their clients' open claims.
• Quotes - New quote prices a risk in under a minute, for an existing client or a brand-new one (the client record is created on the spot). The quote shows the premium, the breakdown, and their own commission.
  • Inside the authority: Issue now turns it into a policy at once - invoice out, commission booked.
  • Outside it, or referred by the rules: the quote waits with your team, exactly like one your own staff entered. Your sales people see Agent quote on the bell either way.
• Clients - everyone they have quoted or placed, with how much business each holds.
• Client claims - read-only status, so they answer the phone with the facts.
• Commission - every line, pending or paid, with the Statement (PDF) button.

Where you stay in control

Issuing inside an authority is the only thing an agent can do alone - and you set the authority per agent and can switch it off at any time. Everything else lands in your ordinary queues with the usual permissions, approval chains and audit trail.