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Overview
The Client Web Portal (CWP) allows clients to securely access their financial information online. Insurance details recorded within AdviserLogic are available through the portal, providing clients with a consolidated view of their insurance cover, policy providers, and policy information.
The Insurance card gives clients a quick overview of their total insurance cover and allows them to expand individual policies to view additional details.
Access
To access insurance information:
Client Web Portal > Overview > Insurance
Clients must have an active Client Web Portal account and insurance information recorded within AdviserLogic.
Instructions
When clients log in to the Client Web Portal, they are automatically directed to the Overview page. This page provides a summary of their financial information, including any insurance policies recorded in AdviserLogic.
Locate the Insurance card on the Overview page. The card displays a summary of the client's insurance cover. If no insurance information has been recorded, the Insurance card will indicate that no insurance details are available.
If insurance policies have been recorded, the Insurance card displays the total sum insured across each cover type for both the client and their partner, where applicable. Insurance information is grouped by the person insured and then by cover type, making it easy to review available cover at a glance.
The Insurance card displays the following information:
Information | Description |
Person Insured | Client or Partner, or both |
Cover Type | Life, Total and Permanent Disability (TPD), Trauma, and Income Protection |
Total Sum Insured | Combined insured amount for each cover type |
Insurer Details | Insurer name and sum insured for each policy |
Clients can expand a policy provider section within the Insurance card to view additional policy information.
Once expanded, the Policy Details section displays further information about the selected insurance policy.
The following details may be available:
Field | Description |
Status | Current status of the policy |
Renewal Date | Policy renewal date |
Start Date | Policy commencement date |
Premium Frequency | Frequency of premium payments |
Annual Premium | Total annual premium amount |
Owner | Policy owner |
Policy Number | Policy reference number |
