How do I navigate FMI @ hand?

Throughout this tool you will notice that the screen is split into various sections showing aspects of information depending on what has been selected. Aside from the main dashboard, there is generally a left hand side with menu/status options (with the list of clients below) and a right hand side which has summary figures or client detail information.

Other useful information:

• The right hand side information table moves to below the left hand side status headings on smaller mobile devices so you will need to scroll down to view it

• The quoting facility is not available on mobile devices. In order to do quotes on mobile devices, it is recommended that you access the online quotes tool through your internet browser (preferably using Chrome)
• The Useful Documents section includes marketing material, product information, and forms
• The policy premium amount will be listed alongside the client name in all client lists
• In order to see detail on a particular client, click on the client name on the left hand side to view details in the right hand side table or below on smaller mobile devices

Icons:

• Double arrows: click to expand/ collapse all sections below
• Single arrow: click to expand/ collapse the section and display matching section in detail in right hand side table
• Envelope: click to email the current page information to one or more of your FMI contacts