- A new look and feel to the site
- Improved client search functionality
- Many new reporting features
These improvements – expected to launch on Saturday, July 18 – were developed to help you better support your clients and more easily manage your book of business.
A New Design
The RPP will soon have a sleek and modern look. Most of the tabs, menus, links and buttons will be in the same places. For example, the site’s main tabs will remain the same: Home, Client Info, E-Communication, Quotes, Resources and Training. Navigating through the site will be much like today, but the site’s new look and feel will be cleaner and brighter.
See a complete new training guide of all portal features and functions.
Streamlined “Client Info” Tab
The “Client Info” tab will be streamlined for ease of use. Currently, there are several links to different search and report functions. The new “Client Info” tab will have three sections: Client Search, Client Leads and Reporting. The Client Search will be improved and a new “Date of Birth” field will be added for additional search functionality.
All New “Reporting” Section
On the “Client Info” tab, a new “Reporting” section will be available. Several of the existing “Quick Search” reports will be located here. You will be able to run detailed reports of the following: