Auditing Insurance Provider by Policy Type

The system allows for the remote auditing of ALL the Insurance Type that an AR has;

• Placed business with
• Currently held by the client
• Previously held by the client.
• Life Insurance
• TPD Cover
• Income Protection
• Trauma Cover

To view or conduct an audit on a client simply;

From the Dashboard 

1. Click on the Insurance Cover ICON on the left of the page under 'My Apps'
2. Click on Summary button
3. You will now see a graph of ALL providers based on the topics addressed above.

Scroll down to the lower part of the page where you will see a graph showing the Type and Number of clients.