Filter and download your client list
Released 13/12/2019
For agents and advisors, you can now filter your client list when certain action is required. This will help you jump straight to the list of clients that need their contact information updated or to review policy details for the coming financial year.
You can also download a copy of your client list to make things even easier to manage outside of MyACC for Business.
If you have any questions about this update, contact us.