Main features

For individuals
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.

For groups
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!

For brokers
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.

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