Welcome back, Carl
Performance for this week.
New quotes, clients & sales
Quote → sale conversion
Pick up where you left off
Clients
Everyone you’ve set up or quoted for.
| Client ref | Client | Trade | Quotes | Policies | Latest status | Created by | Added |
|---|
Quotes
| Reference | Trade | Cover | Date | Status |
|---|
Is this a new or existing client?
Tell us who the quote is for, and we’ll take you to the right place.
Select a client
Choose who this quote is for, then start their fact-find.
Add a new client
Capture the company and contact details. You can start their quote next.
Build a quote for this client
Select a product to start its fact-find.
Quote
Sends the fact-find PDF, your notes, and any uploaded documents to the underwriting team as separate attachments on one email.
Sent to underwriters as its own document, separate from the fact-find PDF.
Each file is sent to underwriters as its own attachment, unchanged. PDF, Word, JPG or PNG, up to 3MB each.
Cover
Quote for — your answers save automatically as you move through each step.
Pending Quotes
Drafts and in-progress fact-finds.
| Reference | Client | Trade | Cover | Updated | Status | Premium | Fee | Total quoted | Created by |
|---|
Complete Quotes
Quotes that have been finalised.
| Reference | Client | Trade | Cover | Completed | Status | Total quoted | Created by |
|---|
Sold
Quotes converted to live policies.
| Reference | Client | Trade | Cover | Sold | Status | Total quoted | Created by |
|---|
Admin
Manage fact-find question sets, email settings and user accounts.
Select Business details or a product on the left to edit its questions.
Used by the "Submit to underwriters" button on a quote. Opens a pre-filled email in the agent's own mail app. Placeholders: {ref} {client} {product} {premium} {fee} {total} {preparedBy} {date}
Used by "Email dashboard to manager" on Home. Placeholders: {period} {newClients} {newQuotes} {sales} {conversion} {preparedBy} {date}
Premium % and Fee % set each agent's commission rate, applied to their own sold quotes. Commission shown uses the same period as the Home dashboard.
| Forename | Role | Premium % | Fee % | Commission | Added |
|---|
Performance for this week.
Clients and quotes are counted by when they were created; sold policies and commission by when they were sold.
| Agent | Clients | Pending | Complete | Sold | Quoted premium | Sold premium | Commission |
|---|
| Reference | Client | Agent | Cover | Sold | Premium | Fee | Total |
|---|
Every morning, each active rule below sends a separate reminder email for every quote currently in that status — e.g. a rule for Pending quotes emails underwriting once per pending quote, every day, until it moves on.
| Name | Trigger status | Recipient | Timing | Subject | Active |
|---|
Knowledge base
Reference notes per product — what it covers, when it's needed, key exclusions. Linked from that product's fact-find.
Select a product on the left to view or edit its knowledge base note.