These clients required a secure portal for advisors to apply for a pension scheme on behalf of their clients. Managers for each office are created by administrators with each able to create and manage multiple agents.

Agents are only able to view submissions for their own clients. Once an application has been submitted it cannot be edited until it has been authorised or rejected by the administrators.

Agent Portal, application process

Pension Agent Portal

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Application form fields change depending on previous responses to show/hide fields, change options or configure validation.

The application will evaluate the client's eligibility and calculate a summary of the investment portfolio and pension details.

The form is split into several pages. Agents can save their progress on each page and return later to complete the form. For security purposes users are automatically logged out after 60 minutes of inactivity.

Agent Portal, new application form

Administrators view all submitted forms and can accept the application if all the criteria is correct.

After completion the agents can download documentation and certificates personalised to to the client's application.

Agent Portal select a file or certificate to download.