BrokerSecure Support

When you review a client policy in Aviva BrokerSecure, the following information is available and can be exported using the ‘Policy Summary PDF’ option:

The My Documents section contains correspondence which has been shared with your client. It is updated dynamically each time a document is sent to your client. You can search by date, or by policy number to see all correspondence for a specific policy.

Snap and Submit allows you to upload documents directly to your client’s policy and send them directly to the correct Service Team.s. A confirmation of your Snap & Submit request will be auto-emailed to you.

For New Business documents, please read our New Business Enhancements

The ‘My Opportunity Dashboard’ gives you an overview of forthcoming contract or client events, and helps you to identify business development and retention opportunities across your existing portfolio.

Savings & Investments

• Single Premium Maturities – Single Premium Bonds due to mature.
• With Profit Maturities – Unitised With Profit Bonds due to mature.
• Maturities – All contracts due to mature. This report is available from your homepage dashboard under “Pending Maturities“.

Personal Pensions

• Maturities – Personal pensions due to mature.

Group Business

• Renewals – Group schemes due to renew in the next 90 days. (This report is available on your homepage dashboard under “Members due to Renew“)
• Retirement – Group schemes due to retire in the next 90 days. (This report is available on your homepage dashboard under “Members due to Retire“)

Other Opportunities

• My Pipeline – Monitor cases within your New Business pipeline.
• My Portfolio – Analyse your entire portfolio by class of business.
• Pending Lapse – Policies set to lapse due to premium payment default. (This report is available on your homepage dashboard under “Pending Lapse / Paid Up“)
• Lapsed Policies – Policies that have already lapsed.

Under Product Portfolio, you can analyse your business with Aviva by product type 

The Funds under Management section allows you to view the funds that your clients are invested in by Fund Category i.e. how much of my client book is invested in Property, and in each individual Property Fund. You can then view the individual policies which are invested in each Fund Category.

For Accumulation Clients, the Customer Investment Review tool allows you to have portfolio level conversations with your client. It allows you to view your client’s portfolio with detailed fund and asset splits, and if required, you can rebalance the portfolio to adjust its market rating.

The Customer Investment Review button only displays on the individual policies where it can be used.

The full list of Reports available in Aviva BrokerSecure is as follows:

Individual Reports:

Pending Lapse/Paid Up Report –
List all policies that are set to lapse due to premium payment default.

Lapsed Policies Report – List all policies that lapsed within a given date range.

Birthday Report – List all clients whose birthday falls within a given range.

Product Report -View Policies by Product type.

Maturity Report – View all policies that are due to mature.

Expiry Report – View all policies that are due to expire. (risk only contracts e.g. Term Assurance).

Conversion Report – View all expiries that have a conversion option. A conversion option allows your customers to take out another similar policy type for the same benefits without medical underwriting.

Pending Maturing Single Premium Bond Report – View all Single Premium Bonds which are due to meet their maturity date.

With Profit Single Premium Bond Maturity Report – View all Unitised With Profit Bonds which are due to meet their maturity date.

Pipeline Details Report – View all details for proposals that have follow-ups.

Annual Statements Schedule – View all details for customers that have Annual Statements scheduled to issue within a given date range.

Group Reports:

Members Retiring Report – View all members due to retire within the next 90 days.

Product Report – View Policies by Product type.

Scheme Renewal Report – View all schemes due to renew within the next 90 days.

Unit Rate Underwriting Report – View Unit Rate Member Underwriting Details.

In this section you can filter to view commissions earned over a selected date range for one or more agencies.

Please note that not all Commission Statements can be found here – visit Aviva Existing Business, where you can obtain commission statements for policies on WriteNow.

When an accumulation policy is ready for you to Put Live, you will receive a notification on your dashboard

Clicking on the notirfication will bring you to a dedicated page showing the accumulation policies created by you which are now ready to be put live.

Please note this only applies to Savings, Investment, Retirement Bond, PRSA and ARF keyed online.

When an accumulation proposal that you have submitted has outstanding documents, you will receive a notification on your dashboard

When you click on the notification, it will bring you to a dedicated page showing accumulation proposals created by you which have outstanding requirements. Proposals will only be processed once all outstanding documents have been received.

When you select a proposal, details of additional information required are clearly outlined on the tracking screen. This information is also shared with you in an automated email.

New documents should be uploaded directly to the policy through the tracking screen.

Please note this only applies to Savings, Investment, Retirement Bond, PRSA and ARF keyed online.

The Cross-Sell Report helps you to identify business opportunities by showing clients who are invested in a product(s) but not invested in other products.

It can be found on the Business Opportunities dashboard