Getting started
A tour of the portal
Where everything is, on a computer and on a phone.
On a computer, the menu sits on the left. Groups open when you press them, so you only see what you need.
- Check a Policy: the green button at the top. The thing you will do most, always one press away.
- Home: your Overview, and Needs Attention for policies that are still being read or could not be read.
- Insights: how your book is moving.
- People: Customers, Leads and Renewals.
- Policies: every policy, with quick filters for Health, Life, Term, Motor and Others.
- Services: Compare Policies, Cover Calculator, Surrender Values, Claims and My Website.
- My Agency: only for agency owners. Your Team.
- Help and Settings, under Account.
- Your name at the bottom opens Rider Directory, My Profile and Sign Out.
The home screen
Home, also called Overview.- My Policies: how many policies are in your book.
- High Risk: policies whose score is below 70. These are worth a conversation.
- My Queue: policies waiting for you in Needs Attention.
- My Avg Risk Score: the average score of your checked policies over the last 30 days.
- Live Analysis Feed: your latest policies with the customer, insurer, next premium date, score, and whether they should switch.
On a phone
The portal works in your phone's browser. There is nothing to install. Four tabs sit at the bottom: Home, Insights, People and Policies. Press More to open the full menu.
Home on a phone.
Press More to open the full menu.Hindi or English
Use the EN / हिंदी switch at the top right of any screen. The whole portal changes language, and your choice is remembered. A few things stay in English, such as the written text of a policy report.