The site offers a facility to show how the client dashboard works, at group scheme staff presentations, one-to-one or potential new customers. They can navigate through the policy value screens, risk profiler tool and retirement calculators in what looks like a live environment without affecting actual policyholder’s records.
Scheme details are displayed at a group level including access to individual member policies as above. Many more group developments are planned for this area and will automatically update to the group/trustee view. Look out for Employer Payroll Processing facility later this year!
The demo site offers a safe environment to demonstrate the functionality we have available via our Client and Group Centre outlined above without using real customers’ details.