Create invoices, manage clients, track performance, and more from the Simfuni Partner Portal.
After logging in, you'll arrive at the Dashboard screen.
At the top of the screen is the main navigation consisting of:
- Dashboard: See an overview of your Simfuni account along with key metrics
- Invoices: Create and manage your client invoices
- Clients: Monitor and manage client accounts and their invoices
- Sign Out: End your session and leave the partner portal
Dashboard overview:
The Simfuni dashboard offers a holistic overview of your account, delivering real-time insights. The dashboard displays essential metrics about recent sales, ensuring you're always up to date on your invoices, policies, and payments.
The seven-day invoice summary offers a snapshot of your premium payment activities.
The dashboard highlight data shows you the number of invoices issued, those that have been declined, paid, and those still outstanding.
The latest invoices gives a view of recent payments, allowing you to see the statuses and action any requiring attention.
Integrations
If your Simfuni invoices are managed by a workflow software, you will also be able to track and manage them in the Simfuni partner portal.
Read more about workflow software integrations:
Workflow software integrations