We’re excited to introduce the beta version of our
enhanced client portal. Based on your feedback, we’ve added a range of new features
and made design improvements to give you greater control, visibility, and an
enhanced user experience.
New Features Include:
Multi-Factor Authentication
(MFA): Clients can enable MFA, providing added security and
flexibility.
Centralized Reporting:
Access all your reports from a single location.
Improved Report
Sharing: Existing features have been enhanced with preview and
sharing capabilities, making it easier for auditors and team members to access
reports.
Notification Alerts:
Receive real-time updates about events happening within Newcleus and the market.
Introducing the Collab
Portal: Replacing the old MINTS mail feature, the Collab Portal
allows you to communicate directly with our team, track the status of requests,
view archived messages, and securely upload large files—all within one secure
platform.
You will see new graphs in this beta version. Please note: these graphs are for
illustrative purposes only, as some are still in development.
Features Coming Soon:
Real-Time Overview of
Data: Instantly view key metrics such as insureds, active/inactive
policies, life insurance, and annuity reporting data.
Financial Overviews: A
comprehensive view of your Newcleus financial information, along with
client-specific data.
Please send any feedback or inquiries to MINTS@Newcleus.com.
We value your input, as it helps us enhance our service, and we look forward to
hearing from you.