We’ve enhanced our Fast Trade client dashboard

21 Sep 2022

Since we refreshed our Fast Trade client dashboard in May, we’ve received some great feedback from you. You’ve told us how easy the new interface is and how useful you find the new product ‘Recommendation’ feature, making it simple for you to offer additional cover that’s relevant to your client.

You’ve also told us how we could make further improvements. So, we’ve taken that on board and made the following enhancements as a direct result of your feedback:

  • Added new ‘Prospect’ tiles to the client view to show quotes you completed last year. You’ll notice these will show an indicative premium for the new policy term.
  • Improved the information view for live policies so that when you select a renewal you’ll see a tab for the current insurance period and a tab for the future insurance period.
  • Changed the order of our action buttons.

We really value your feedback and as you can see, we do act on it. Please keep it coming so we can continue to make Fast Trade work for you. If you’d like to leave us some feedback on our Client Dashboard, select ‘Feedback’ within the ‘Options’ menu in Fast Trade and tell us what you think.