What’s changed on BrightRock Flint?

1 what s changed on BrightRock Flint? flint version : 1 February 2016 Release notes for BrightRock flint Details of what s business you now have additional search options and you can navigate directly to your active Cover ProposalYou are now able to search for your in-force business using the main life insured s name. what s more, Distribution Directors, the DD s contact person and your business s contact person can search on flint using a financial adviser s name. You ll also be able to go to your client s policy s active Cover Proposal directly from the In-force business screen by just clicking on the Cover s changed on BrightRock Flint? flint version : 15 January 2016 Release notes for BrightRock flint Details of what s changed :1.

2 In-force business Search by policy owner, number or statusWe ve added the ability to search your in-force business by the policy owner name, policy number and policy status (as highlighted in red below).We ve added a new button allowing you to refresh the in-force business view. Once you have searched by using the policy owner name, policy number and/or policy status to search, you can clear the search results and restore the in-force business view by selecting the (refresh button). Additionally, by using the (clear button), you can clear the policy owner, policy number, and policy status details from the search In-force business Email owner s manualWe ve added a new button allowing you to email the latest Owner s Manual for a specific policy.

3 You just have to click on the Email owner s manual button as shown on the Email owner s manual will open a window, where you will be able to enter your email address or use the default email address. This button will be disabled for cancelled In-force business Email renewal letterWe ve added a new button allowing you to email the latest renewal letter available for a policy. You just have to click on the Email renewal letter button, which will appear alongside the relevant policy s details, as shown on the link, will open a window, where you will be able to enter your email address or use the default email address. This button will be disabled for cancelled policies or for policies that have not yet reached their first anniversary and therefore do not yet have a renewal letter there are multiple policy owners on the policy, you will first be presented with the list of policy owners.

4 You can then select which owner s renewal letter you want to In-force business Policy owner viewIf you select the policy owner view for your in-force business where there are multiple policy owners, a list of the policy owners and the percentage split between them will appear on your MaritPaul SmithNikki SchoolJohan MaritPaul SmithNikki School5. In-force case detailWe have added additional case detail showing you the rate-set version that applies to the activated Cover Proposal, as well as the latest rate set available (as highlighted in red). This will allow you to check whether your client s policy is on the latest rate set, or on an older rate have also added a new drop-down list (highlighted in green) where you can toggle between the various months that a policy has been in-force.

5 This will give you the ability to see a summary of any cover changes from month to month for a specific policy. You re able to see the current date plus three , we have added a loadings and/or exclusions section to the In-force case detail view. This allows you to see whether any loadings or exclusions apply to a specific policy (highlighted in orange).6. Cover ProposalWe have changed the policy structure view on Cover Proposals to include any loadings and/or exclusions that may apply to the specific Cover have added the rate-set version that applies to a Cover Proposal, as well as the latest rate set available (as highlighted in red). This will allow you to check whether a specific Cover Proposal is on the latest rate set, or on an older rate have also added the date of commencement for the Cover Proposal to the View cover proposal the Cover Proposal is linked to a policy, the policy number will displayed on the Cover Proposal screen.

6 This is only for activated Cover Proposals that are linked to a Copying an active Cover Proposal linked to a policy When you copy a Cover Proposal linked to a policy, you can now choose to see the cover as at current month plus an additional three months. When copying the Cover Proposal, the copied Cover Proposal will show the cover amounts as at the date you have selected and will set the date of commencement for the same month as the date you have selected for the cover amounts. Important points to note when copying a Cover Proposal linked to an active policy: The cover amounts on quotes will usually increase. As such, an error message might appear showing that the increased cover amount is higher than the net salary increase on the policy.

7 If this happens, please increase the net monthly income; When copying a Cover Proposal for a servicing quote where the client has cover for an outstanding debt, the original debt term will reduce by the number of months that have elapsed from the original start date selected and new start date selected. Should the term now be less than 24 months, please submit the Cover Proposal to If you are doing a policy start date change only, please submit a request to to How to create and submit a Cover Proposal for servicing quotes1. Go to the dashboard on your Flint2. Select the policy you want to service using the In-force business view3. Then select the activated Cover Proposal using the In-force case detail view4.

8 Click the Cover Proposal button5. You will be asked to choose the specific date at which you d like to copy the cover values in other words, the effective date you would like to use for the servicing You can now make any changes required to the Cover Proposal and once you ve made the changes, press Calculate premium to submit the If you re happy with the changes, click on Save Cover Proposal .8. Email the Cover Proposal to To action the servicing changes reflected in the quote, simply email the saved Cover Proposal to s changed on BrightRock Flint? flint version : 11 September 2014 Release notes for BrightRock flint Details of what s changed :1. Premium projectionsWe ve added a new button that allows you to view the premium projections for a quote you have generated without having to email the cover proposal.

9 Once you have calculated the premiums for the quote, you should be able to view the premium projections. You can also download your premium projections into an Excel spread sheet by clicking on the Export to Excel button. 2. DashboardWe have also optimised your dashboard, so you can now clearly distinguish your in-force business cancellations from applications that have been cancelled while in the pipeline. Pipeline summaryIn-force businessWhat s changed on BrightRock Flint? flint version : 8 May 2014 Release notes for BrightRock flint Details of what s Proposal form screen additionsAs per the quick one-page view of the New Business case or of the insured life on flint when one selects the Proposal form button, you will be able to print or email a summary of all cases or specific cases by selecting the email or print button.

10 (As highlighted below in red.) Allow printing of insured life overview for one or more caseYou are able to go into Print mode from any level in the Pipeline tracker this will allow you to print the overview. If you are on the Overview, or Detail of selected level screen you will be able to select the print button. The print user interface is displayed on the click of the print button (As highlighted below in red.) 1) When the print button is selected, all the current pipeline cases will be displayed in a print grid in a pop-up window. The cases will be sorted by date received. (As highlighted below in red.)2) Thereafter, you will be able to filter the selection based on the below criteria Financial adviser name Case manager name (the case manager will only be shown to user logged in as a Distribution Director) Cover proposal number Distribution Director name FSP name3) You will also be able to sort the grid results by any column ascending or descending.