Everything you need to help you provide your clients with Simply benefits
User Guides: The Simply Broker Portal
- How to use the Broker Portal
- How to view client policies
- How to help your clients claim
How to use the Broker Portal
Understand how the Simply Broker Portal works to hep you provide the best cover to your clients
How to view your client policies
See all your client policies and status in one place. Also see where to find each policy detail.
How to help your clients claim
When it’s time to claim, this is how you can help your clients.
Product Guides: Flexi-Family
- Provide a Flexi-Family Policy
- Replace a policy and save
- Cede a policy to the bank
- Upsell to your clients
- Electronic signature on Persal
Provide a Flexi-Family policy
Replace a policy and save
Cede a policy to the bank
Upsell to your clients
Electronic signature Persal
Product Guides: Flexi-Funeral
- Funeral without main life
- Funeral cover for foreigners
Funeral without main life
Funeral cover for foreigners
Product Guides: Flexi-Staff
- Staff policy with a spreadsheet
- Staff policy with manual upload
- Staff policy with Payspace
Staff policy with spreadsheet
Staff policy with Payspace
Staff policy with manual entry
