The Client Portal allows you to add a portal to your website. This enables your clients to log in and access their policies and values in a single view. The portal is customisable, so it’s complimentary to your website style. It is also optimised for viewing from different devices.

When setting up your client with a Client Portal login, you will be able to choose which policies are viewable (for example, you may want to have one login for a couple and their policies can be viewed within the one login).

The Summary Screen below, displays what your client will see when they login. This includes details such as Provider, Policy Number, Lives assured, Policy Description, Policy Status, Premium and Value / Benefit details (similar to what you see as the broker / adviser on The BIS Platform).

Your client can also click into each individual policy which shows a similar screen to the policy detail page on The BIS Platform, providing your client with more detailed information such as a fund breakdown on a pension or investment policy or their benefits on a protection plan.