🚨 BIS Announcement - New Dashboard 🚨

Welcome to our latest news bulletin. We are delighted to announce the launch of our brand new and improved Dashboard on The BIS Platform.

Please see below the New Additions that can now be included on The BIS Platform Dashboard;

• Total Customers
• Total Policies
• Total AUM (Assets Under Management)
• Last 10 Policies
• Top 10 Customers
• Business Contacts
• AUM charts by Life Office

All of the existing features of the BIS Dashboard will still apply.

The New Dashboard includes a customisable settings widget located beside the Industry News. This can be tailored at user level, which allows you to incorporate or remove the different sections to your liking.

Some of the key features of the New Dashboard include;

• As you log in to The BIS Platform, you will now be able to view your Total Customers, Total amount of Policies and Total AUM value straight away.

• The Last 10 Policies written can be displayed on the Dashboard along with your Top 10 Customers by AUM Value which allows ease of access.

• The AUM pie chart / list allows you to view a breakdown of AUM split by life office.

• Business Contacts is a convenient way to have your most frequent contacts listed with contact details on the Dashboard of The BIS Platform.

For further description on each section of the new BIS Dashboard, please see our how to document here !

If you would like the New Dashboard to be switched on for you and are keen to find out more on how to navigate the Dashboard on The BIS Platform, please click here to send us an email. Please note requests should come from the firm principal.

If you are not currently using BIS and you would like to find out more, please do not hesitate to get in contact with us on 01 496 0006 or email us at info@brokerinformationservices.ie.

Don't forget to keep an eye out for our June tip coming shortly, which is sure to be filled with some more great information on The BIS Platform.