How to navigate your corporate portal

Step 1: Log in to the portal

• Enter your email address and password, then click “Sign in.”

Step 2: Explore your dashboard

Once logged in, your dashboard gives you a quick overview of:

• Total claims in the last 12 months
• A summary of your company policy
• Access to the Resource Centre

Step 3: Use the navigation bar

Across the top, you'll find these key sections:

• Statistics → View claims data, policy summaries, and exportable reports
• Update Membership → Add, amend, or cancel policyholders (individually or in bulk)
• Member Info → View all active members, open profiles, and export data
• Payments → Check instalments, payment status, and due dates
• Documents → Download statements, invoices, and policy documents

Step 4: View your statistics

Go to Statistics to view:

• Your policy summary, policy type and cover plan level
• Claims statistics by benefit

You can also export the data from the portal.

Step 4: Update your membership

Go to Update Membership to:

• Add policyholders
• Amend existing details
• Cancel cover

You can make these changes by using the “Add Single Member” button or "Upload" by completing a CSV file.

Step 5: View member information

Go to Member Info to view all current policyholders.

You can:

• Use the column arrows to sort the data
• Export member data

Step 6: View your payments

Go to Payments to view the payments you’ve made, including:

• Instalment number
• Amount due
• Payment status
• Due date

You can also export your payment data.

Step 7: Find your documents

Go to Documents to access:

• Policy-related documents
• Statements and invoices

You can download or print documents directly from the portal.

Step 8: Log out securely

• Click your initials in the top-right corner and select “Logout.”