Services Overview

Once you click 'Save', this will show more options as shown below:

1. Link Document - On the right, you can link a Policy Summary that has been loaded into the 'Document' Section of the file, this allows for quicker access to the most recent policy summary

2. Policy Alteration - On the right, you can add an 'alteration' to the existing Policy - this will add a new 'tab' to that specific policy number. When processing your Admin, we would add a new tab for an increase to an existing policy, or a reduction to an existing policy to track the notes and corresponding dates separately to each alteration

3. Notes/Exclusions: Above notes, on the Left, there is an open text field for Notes & Exclusions specific to the policy (for example: Madeleine - Medical: Right Arm Exclusion)

4. Required Field: Above notes, on the Right, there is an open text field for Requirements specific to the policy - this is particularly useful while going through the Underwriting process to ensure that all outstanding requirements needed to get a policy issued are detailed. These will be removed as they are received and submitted to the insurer (for example: Madeleine - Broken Arm Disclosure / Payment Method)

5. Adding a Note: You can click the Document next to the Notes title to add a note without having to edit the full L&R 'tab'. These will be displayed in date order and be time and user stamped to track activity on the file (the 'Add a note' box will only appear when you first create the policy - after this, use the icon)

Additional features:

• Notes can be added. 

• Mail the client directly from this section.

Mortgages

This section mirrors the L&R Insurance Service and has the same functionality. 

• Under Mortgages you will be able to see a summary of all Mortgages on the left hand side - these are grouped by Loan Number

• By clicking on specific asset, the details will populate to the right. 

Adding New Mortgage - On the left side, above the list of all loans, there is a 'plus' to add a new entry

Add New Split: On the right, you can add a split to an existing loan - this will add a new 'tab' to that specific loan number. When processing your Admin, we would add a split for each loan the client has drawndown on (for example, one Primary Loan fixed for 3 years, one Split fixed for 1 year and one floating split)

1. Borrowing Entities - Though this is not a required field, it is highly recommended to add the Borrowing Entities by selecting the client involved of this mortgage.

2. Original Adviser -  A drop down selection of all advisers within your business is available for you to choose from. Select the one most applicable. Included on the selection is the option "N/A Adviser" if original adviser is either no longer traceable and/or not available in the list.

3. Loan Number - 

There are only two required fields on this section. However, it is still important to indicate details & information as much as you can.

Once saved, you will then see another option to Add New Split if applicable.

Additional features:

• Notes can be added. 

• Mail the client directly from this section.

Assets & Liabilities

In this section, you can add either of the three types: Property, Asset & Liability.

Add Property

Add Asset (Non Property)

Add Liability

1. Status - A drop down selection is available; 'Current Liability' and 'Discharged'

2. Lender - Choose from the drop down list

3. Liability

4. Loan / Limit

5. Loan Balance

6. Loan Repayment

7. Repayment Frequency

Fire & General Insurance

This section mirrors the L&R Insurance and Mortgage Services and has the same functionality. 

• Under Fire & General you will be able to see a summary of all policies on the left hand side

• By clicking on specific policy, the details will populate to the right. 

Add a new F&G Policy. On the left side, above the list of all policies, there is a 'plus' to add a new entry

Once details are saved, additional buttons will show.

Link Documents

Renewal

MTA

Additional features:

• Notes can be added. 

• Mail the client directly from this section.

Investment

This section mirrors the L&R Insurance, Mortgage and F&G Insurance Services and has the same functionality. 

• Under 'Investment' you will be able to add either KiwiSaver or Investment. Select which is applicable.

• By clicking on specific fund, the details will populate to the right. 

Add a new Investment Fund. On the left side, above the list of all funds, there is a 'plus' to add a new entry. Select the fund type, either KiwiSaver or Investment.

Add KiwiSaver

Add Investment