Early Warning Reporting
As part of our ongoing evolution towards a digital first proposition, we have created a new Early Warning Reporting (EWR) dashboard for advisers.
Our dashboard will enable you to keep track of your clients and MI such as EWR, policies awaiting a start date, policies cancelled in the last 30 days and new business will provide you with a clear snapshot for your business. Clear guidance text will appear on the dashboard and an instruction guide will be available to complement the MI.
Please ensure that your team regularly logs in to ensure you are viewing the most current data for your clients.
We hope you’ll agree this is a welcome development in our continuing journey towards providing the very best support for you and for your clients.