FHBC User Admin

Add Single User Bulk Upload

Add User

Email*

First name

Last name

Create user Clear

Bulk User Upload

Upload a CSV file with columns: email, first_name, last_name. Download CSV template

CSV File*

Click to select CSV file or drag & drop

Maximum file size: 5MB

Upload & Process CSV Clear

Upload Results

Adviser Meeting Recordings Upload

Loading form...

Unable to load your profile. Please try refreshing the page.

Thank you! Your adviser meeting video has been uploaded successfully.

There was an error uploading your meeting video. Please try again.

Uploaded by

Meeting Title *

Give the meeting a descriptive title

Meeting Date *

Video URL *

YouTube, Vimeo, or other video platform URL

Categories *

Insurance Advisers

Mortgage Advisers

KiwiSaver Advisers

Select all applicable categories

Meeting Description

Detailed description of the meeting content

Additional URLs

Add any relevant links from the meeting (documents, presentations, etc.)

No additional URLs added yet

Add URL

Upload Meeting Video

Adviser Accreditation Search

Mortgage Accreditations Insurance Accreditations KiwiSaver Accreditations

All Mortgage Accreditations 📁 Export CSV

- Advisers

- Lenders

- Total Accreditations

Staff Member	Lender
Loading mortgage accreditations...

All Insurance Accreditations 📁 Export CSV

- Advisers

- Providers

- Total Accreditations

Staff Member	Insurance Provider	Agency Number
Loading insurance accreditations...

All KiwiSaver Accreditations 📁 Export CSV

- Advisers

- Providers

- Total Accreditations

Staff Member	KiwiSaver Provider
Loading KiwiSaver accreditations...

Adding Policies and Benefits in Client Management System

1. Adding a New Policy

Step 1. Go to Policy Tab

• In your Client Group Menu, click the ‘Policy’ tab.

Step 2. Click ‘Add Policy’

Step 3. Select Policy Type

• Click ‘Select’ and choose the insurance or product provider from the dropdown list.

Step 4. Enter Policy Details

• Policy Number: Enter the policy number.

• Quote Number: If still in underwriting, enter the quote number (update once issued).

• Start Date: Enter the policy start date or submission date.

• Status: Click ‘Select’ to choose the current policy status.

• Category: Click ‘Select’ to choose the policy type.

• Life Insured: Select the lives assured from the dropdown list.

• Policy Owner: Select the policy owner(s) from the dropdown list.

Step 5. Enter Premium and Fee Details

• Premium Amount: Enter the premium.

• Policy Fee: If included in the premium, enter 0. Otherwise, enter the fee amount.

• Payment Frequency: Select how often payments are made.

• The Annual API will calculate automatically.

Step 6. Save the Policy

• Click ‘Save’ to add the policy.

2. Adding Benefits to the Policy

Step 1. Click ‘Add Benefit’

Step 2. Select Life Insured

• Click ‘Select Benefit Title’ and choose the benefit from the list.

Step 3. Enter Benefit Details

• Sum Insured: Enter the amount (e.g. $25,000) or ‘N/A’ if not applicable.

• Premium: Enter the premium amount.

• Loadings & Exclusions: Enter details or type ‘NIL’ if none.

• CPI & Premium Structure: Enter the correct setting.

• Cover Terms: Use dropdowns to select wait periods, benefit names, etc.

• Expiry Date / Notes: Enter additional info or ‘N/A’ if not applicable.

Step 4. Save the Benefit

• Click ‘Save’ to finalise.

3. Quick CPI Setting

When required, click ‘Select’ then choose ‘CPI 5%’.

4. Producing a Policy Schedule

Important: Ensure the policy status is ‘In-force’ before generating the schedule.

Step 1. Save Benefits

• After adding benefits, return to the Client Group Menu.

Step 2. Generate Schedule

• Go to the Policy Tab and click ‘Schedule’.

• A PDF version will be generated. Download and save it.

For Large or Complex Policies:

• Use ‘Formatted Schedule’ to create a table layout for easier reading.

5. Editing an Existing Policy

Step 1. Find the Policy

Step 2. Click the Edit Icon

• This will open the policy page.

Step 3. Make Edits

• Update policy details or benefits as needed.

Step 4. Save Changes

6. Downloading from the Benefits Screen

Step 1. Go to the Benefits Screen

Step 2. Click ‘Download’ at the Top

• This downloads the page as it appears (no schedule generation).

• Useful for out-of-force policies or quick references.

Health, Safety and Wellbeing Report for SLT Report

Checking authorization...

This form is for use by the Health and Safety Officers for the local office.

Thank you! Your safety report has been submitted successfully.

There was an error submitting your report. Please try again.

You are viewing this form as a manager. The form is read-only for your reference. Only Health and Safety Officers can complete and submit this form.

This form is for the office managers to complete one week prior to the relevant SMT meeting. Please complete these with any incidents since your last report.

Office this report applies to *

Were there any hazard incidents since the last report *

If none, type "No incidents"

Current hazards that require attention *

List all hazards that require attention.

Earthquakes *

List any earthquakes that required taking shelter or evacuating the premises. If none, type "No incidents"

Do you feel that all staff are currently aware of earthquake procedures while on the premises * Please Select Yes No

Fire drills performed since last report *

Include any outcomes and learnings from the fire drills

Date of next fire drill, if known

Medical Emergencies *

Detail any medical emergencies that occurred on premise or to staff while working remotely. If none, type "No incidents".

Do you feel that supplies on premise are adequate to deal with emergencies that do not require an ambulance * Please Select Yes No

Please tell us more on what you need to deal with medical emergencies

Detail any floods or extreme weather since the last report *

Please indicate any floods or extreme weather that could have posed a safety risk to staff. If none, type "No incidents".

Detail any bomb threats / serious harm events *

Please indicate any events that could have resulted in serious harm to staff through violence or implied violence. If none, type "No incidents".

Are you confident you know who to contact in the event of an emergency? * Please Select Yes No

The Emergency Response Plan is available here: Emergency Response Plans. The Call Tree is available to managers who know how to access it.

Does at least one person in the office hold a current First Aid certificate * Please Select Yes No

Submit Notify all H&S Officers to complete form

Insurance QA Review Form

Saving…

You are not authorised to view this content.

Further documentation is needed

Case Details

Adviser Select adviser

Admin Support Select admin

Review Created By

Client's Name

Mo CRM Link

Date lead created

Date application sent to provider

Issue Date

Stage 1 — Establish the Client Relationship

Were there meeting debriefs / summary of conversation evidenced in the CRM? Please Select Present (Pass) Not Found (Fail)

Evidence of MTG Initial Disclosure in CRM? Please Select Present (Pass) Not Evidenced

Comments for Stage 1

Stage 2 — Discovery

Discovery meeting recorded in CRM? Please Select Present (Pass) Not Evidenced

Information about existing products evidenced in CRM? Please Select Present (Pass) Not Applicable - no previous policies (Pass) Not Found (Fail)

Has information about any existing products been requested? Please Select Yes (Pass) Not applicable (Pass) No (Fail)

Have the client's goals and objectives been identified? Please Select Yes (Pass) No (Fail)

Comments for Stage 2

Stage 3 — Analyse & Evaluate

Has the adviser provided reasoning for the chosen cover? Please Select Yes (Pass) No (Fail)

Does the client file contain sufficient evidence of the research conducted? Please Select Yes (Pass) No (Fail)

Comment for Stage 3

Stage 4 — Recommendation & Presentation

What communication to client containing Insurance Recommendation / SOA? Please Select Present - sent in email text (Pass) Present - sent as Word/PDF document (Pass) Not Evidenced

Diary note in CRM of conversation where advice given? Please Select Present (Pass) Not Found (Fail)

Evidence client agrees to proceed? Please Select Present (Pass) Not Found (Fail)

Has the adviser identified if client holds existing financial products? Please Select Yes - there is no existing cover (Pass) Yes - there is existing cover (Pass) No (Fail)

Was there a replacement of existing policy? Please Select No Yes. Further questions below.

Has the adviser assessed the existing product for suitability? Please Select Yes (Pass) No (Fail) Not applicable (No existing product)

Has the adviser detailed advantages and disadvantages of the advice recommendation? Please Select Yes (Pass) No (Fail)

Does the advice align with the client's goals? Please Select Yes (Pass) No (Fail)

Has the adviser assessed the recommendation for any conflicts of interest? Please Select Yes (Pass) No (Fail)

Comment for Stage 4

Stage 5 — Implementation

Was a completed application saved to the CRM? Please Select Present (Pass) Application submitted by e-app (Pass) Not found (Fail)

Did the adviser review the Offers of Terms? (confirmation from clients where terms provided) Please Select Present (Pass) Not Found (Fail)

Written confirmation that client understands any variation to original recommendations? Please Select Present - application sent to multiple providers (Pass) No variations (Pass) Not Found (Fail)

Evidence existing covers adjusted / cancelled if changes required? Please Select Present (Pass) No existing covers adjusted or cancelled (Pass) Not Found (Fail)

Final Statement of Advice / final Implementation Plan completed? Please Select Present (Pass) Not Found (Fail)

Comment for Stage 5

Stage 6 — Monitor & Review

Did the adviser confirm the annual review date? Please Select Present (Pass) Not Found (Fail)

Does the recommendation outline how you will service the client in the future? Please Select Yes (Pass) No (Fail)

Comment for Stage 6

Have compliance documents been correctly categorised in the CRM? Please Select Yes No

Save Review Reset Saved

Required fields: Adviser, Client Name

Mark as Complete

Deleted. Undo

Previous QA Reviews

Filter by Adviser All advisers

Filter by Status All Completed Drafts Further documentation needed

Clear

Prev Page 1 Next

KiwiSaver QA Review Form

Mortgage QA Review Form

Add a new adviser to AirTable

Download the instructions for adding a new adviser to AirTable here

Commissions PDF to Excel Converter

Use this form to convert Commission PDFs to a useable Excel Sheet

Send Finance PDF to Excel

Your Email

Provider

Fisher Funds Accuro

PDF File(s)

Send