Give partners a clearer view of reconciled payouts

Partners should not have to contact the broking team every time they need to understand a policy or a payout.

The SIBRO Partner Portal can now give authorised users access to relevant policy information and reconciled payout statements through their connected workflows.

What changed

• Partners can view the policy information made available to their role.
• Reconciled payout statements can be accessed through the portal.
• Access continues to follow the permissions and partner relationships configured by the broking firm.

Why this matters

A payout figure is useful only when the partner can understand the business behind it. Connecting the statement with the relevant policy information makes the calculation easier to review and explain.

It also reduces repetitive requests to operations and accounts teams. Instead of repeatedly sending the same policy and payout information, the broking firm can make an approved view available through the portal.

Availability

This capability is available through the Partner Portal add-on and depends on the payout, reconciliation and access configuration used by the organisation.