access ibroker via web browsers, handheld devices and smartphones* simply use your ibroker logon to...
TRANSCRIPT
IBroker ON THE WEB
FREEDOM TO ROAM Access iBroker via web browsers, handheld
devices and smartphones*
Simply use your iBroker logon to enquire on your client, quote, policy and claim details.
The following presentation provides an overview of iBroker on the Web.
* User experience may vary depending on the device used.
IBROKER ON THE WEB
CLIENT LOGON Logon using your iBroker Username and Password
IBROKER ON THE WEB
CLIENT SEARCH Search using Client Name and/or Client Code
IBROKER ON THE WEB
CLIENT DETAILS View Client Phone, Email and Address Details
IBROKER ON THE WEB
CLIENT DETAILS Click on the client phone number to call your
client using an iPhone or VOIP.
IBROKER ON THE WEB
CLIENT DETAILS Click on the client email address to email your
client (an email account is required on the device in use).
IBROKER ON THE WEB
CLIENT DETAILS Click on the client street address to find your
client on Google maps.
IBROKER ON THE WEB
SELECT VIEW Select from drop down to view Client Details,
Quotes, Policies and/or Claims.
IADVISER ON THE WEB
QUOTE DETAILS Use drop down to filter Quotes Click on the Quote Number to view Quote details
IBROKER ON THE WEB
CLAIM DETAILS Use drop down to filter Claims Click on Claim Number to view Claim details
IBROKER ON THE WEB
POLICY DETAILS Use drop down to filter Policies Click on Cover Number to view Policy details
IBROKER ON THE WEB
POLICY DETAILS Use the drop down to select required Policy details
IBROKER ON THE WEB
POLICY DETAILS Example of Risk Question Details
IBROKER ON THE WEB
POLICY DETAILS Example of Risk Cost Details
IBROKER ON THE WEB
FREEDOM TO ROAM
iaAnyware Pty Limited
Copyright 2008 iaAnyware Pty Limited
IBROKER ON THE WEB