How-to video series.
We know the importance of finding more effective ways to work, so we created a bank of online platform instructional videos to help you navigate our systems.
These easy-to-follow instructional videos are here to help you navigate our online platforms and simplify how you do business with us.
You’ll see they highlight some of the key tasks you do daily that are designed to make illustrations, applications, and managing your customers easier and quicker.
Creating an illustration.
Creating illustration variations.
Creating an illustration with Mortgage Protector.
Adding a life to a policy.
Spreading your commission.
Adding Income protection top up to a Mortgage Protector policy.
Applying for cover from start to finish.
Tracking the progress of a new policy.
Viewing your customers’ ages in Tahi.
Viewing outstanding payments for non-Tahi policies.
Viewing outstanding payments for Tahi policies.
