Adviser Pipeline

Everything you need, in one place. From new applications to existing policies, your business pipeline views give you a clear picture of your business, helping you stay on top of things and keep your customers well looked after.

New Business Pipeline View

Our New Business Pipeline gives you a clear, real-time look at all customer applications in one place, making it easy to see exactly what’s happening across your business.

It provides a comprehensive overview of all your customers’ applications, including key details and progress updates. 
 
With dynamic search capabilities and graphical pipeline views, you can easily monitor and manage your business. It’s all about giving you the visibility you need to stay in control and keep your customers informed every step of the way.

Resources

We’ve created training resources and your Business Partnership Managers (BPMs) are ready to guide you through the features, ensuring you get the most out of this new tool.

Video

New Business Pipeline View

PDF

Quick Reference Guide