For business teams
Review proposals, policy servicing, renewals and the hand-off between sales and operations.
See the work.
Follow the workflow.
Explore actual screens from the WiseFin Broker Portal and Management Portal. Choose a step to see how client-facing work connects with day-to-day operations.
Real product screens · Sample data · Guided walkthrough
6 workflow viewsBroker Portal
Start with the day’s work.
Give your sales team one starting point for client work, product tools and follow-up tasks.
- Open proposal and product-comparison tools.
- See scheduled work alongside relevant content.
- Use a mobile workspace connected to back-office configuration.
A clearer starting point for every client conversation.
Broker Portal
Build a client proposal.
Bring client details and product selections into a structured preparation workflow.
- Select the client and insured relationship.
- Prepare product and coverage information.
- Review the proposal before sharing it with a client.
Less repeated entry between the client record and the proposal.
Management Portal
Keep the policy record together.
Give operations a shared view of policies, clients, premiums and status.
- Search and filter policy records.
- Review policy details and supporting information.
- Use import and export workflows for portfolio operations.
A searchable policy book with less information scattered across files.
Management Portal
See what is coming due.
Bring payment dates and renewal status into the team’s daily operating view.
- Review initial and renewal payment records.
- Identify upcoming and outstanding payments.
- Coordinate follow-up using a shared operational record.
Clearer renewal visibility for proactive client service.
Management Portal
Keep settlement rules in view.
Maintain product-level income policies as the starting point for commission reconciliation.
- Review product-level commission rules.
- Keep insurer and product references together.
- Use the income-management workflow to prepare reconciliation.
A traceable starting point for resolving commission differences.
Management Portal
Give each team its place.
Organise branches and staff with access aligned to their responsibilities.
- Maintain a multi-level organisational structure.
- Configure back-office and mobile access.
- Assign roles and menu permissions.
Clearer ownership of both the work and access to the system.
Screens are reproduced from WiseFin’s 2026 product materials. Names, figures and products are demonstration examples; their appearance does not indicate a commercial partnership. This tour does not submit applications or connect to a live insurance service. Available functions and integrations are agreed for each deployment.
Bring your own
workflow to the conversation.
A tailored walkthrough can focus on the roles, products and operating questions that matter to your organisation.
Plan a tailored demoFor finance teams
Discuss settlement rules, reconciliation, reporting and the records your team needs.
For technology teams
Explore permissions, existing-system integration and the proposed deployment model.
Explore integration