CLIENT PORTAL PREVIEW.

By 16th March 2020Blog

We’re continuously developing Toolbox and looking for ways to enhance experiences for both brokers and their clients. With this in mind, we would like to share a sneak preview of the new client portal!

Here’s a summary of this exciting new initiative:

  • Instant chat facility – making it even easier to talk to your clients and giving you a simple way to open up two-way communication.
  • Secure file transfer – quickly send large files and maintain and audit trail for your records.
  • Mini fact find (customer view) – speeds up the process by giving customers the ability to upload their own information and minimising the keying you do need to.
  • Mini fact find (adviser view) – review the information provided by clients and confirm it is correct before submitting.
  • White labelled – make the client portal your own with a personalised and professional appearance, whilst increasing awareness of your brand.
  • Use on multiple devices – stay flexible and responsive with seamless switching between your devices when you need to.

Watch the sneak preview here!

All of this is coming soon…

If you’d like to find out more about the PRIMIS proposition, get in touch with your local Regional Sales Director here.