Aviva introduces new ‘Search Clients’ functionality
Authored by Aviva
Our new ‘Search Clients’ functionality is now available when you log into Aviva Broker.
Where you would normally see your multiple options like ‘Quotes, Manage Policies, Collections’ there’s an additional option for ‘Search Clients’.
Here you’ll be able to search for clients via their name, postcode or policy number and be able to easily access your recently viewed clients. Within the client page you’ll see all the live commercial policies that are linked to that client, irrespective of channel – whether you traded them online or via one of our regional underwriting teams.*
From the client page you’ll be able to access their policy information and any recent policy documents. You can also link policies to a client where the name or postcode may differ slightly and un-link any that are appearing where they shouldn’t be. All other ways of accessing your policies and documents remain unchanged.
By bringing all of your live commercial policies* into one place, our aim is to make it easier for you to find the important information you need and in fewer clicks.
“Having a single view of customer via the Search Clients tab means we can begin to build a personalised broker journey around the customer needs, meeting more of your demands. Presenting faster access to digital transactions, information and our teams that are relevant to the customer, alongside our commercial insight to address issues such as under insurance.” – Jason Chambers, Aviva Head of Digital and Data Solutions
To watch Aviva’s demo video on the ‘Search Clients’ functionality, CLICK HERE
Want to find out more?
Take a look at our Search Clients FAQs
Read now
* Search clients will give you visibility of all your commercial clients across business placed via Fast Trade, eTrade, Acturis, Specialty Lines and Regional business. It doesn’t include Personal Lines, larger corporate policies, Legal Indemnity products or policies on POET, Workbench and IRIS.
