⚙ Eval mode · 5 separate marketing pages forming the broker funnel

Why this page exists: For a broker who's nearly convinced and now wants to know 'how hard is this to start, and what actually changes for me day-to-day?' Goal: collapse the perceived switching cost — prove onboarding is a business day, prove the broker workflow looks the same just faster, prove it fits the tools they already use — so the only thing left to do is click Request access.

What's on it: Sub-hero + the 3-step Request → Verify → Sign in flow (proving onboarding is one business day) + a 4-screen day-in-the-life walkthrough (broker receives SOA in Outlook → drags it into the portal → fields auto-populate, calculates quote → policy lands in records, bound) showing the actual flow end-to-end + integration logos confirming it fits the existing toolchain (Outlook / Salesforce / Teams / Winbeat) + 3 onboarding-specific FAQs (timeline, existing brokerage workspaces, bringing your team) + CTA.

How it works

From AFSL to first bind in a week.

Request access. We verify. You sign in. The whole journey takes about a business day of waiting and 90 seconds of doing.

Request access

Submit your AFSL number and brokerage details. Takes a minute.

We verify

One business day. We check your AFSL is current.

Microsoft SSO drops you into a populated workspace with a sample renewal. Quote your first risk in 90 seconds.

A day in the life.

Four screens, real broker work, in order.

1 The SOA arrives in Outlook.

📧 Outlook

Acme CFO <cfo@acmeptyltd.com.au>

Renewal — PI cover for Acme Pty Ltd

Hi Sam, please find attached our SOA for this year. Same limits as last year if you can. Cheers.

📎 Acme_SOA.pdf · 3 MB

2 Drag the SOA in. Fields populate.

📎 Acme_SOA.pdf · 3 MB

Statement of Advice

Client: Acme Pty Ltd
ABN: 12 345 678 901
Annual revenue: $4.2M
Industry: Technology
State: NSW

Coverage sought

Professional Indemnity
Limit: $2M / $4M

Quote: Acme Pty Ltd ✦

Insured: Acme Pty Ltd
ABN: 12 345 678 901
Revenue: $4.2M ✨
Industry: Technology ✨
Limit: $2M / $4M ✨
State: NSW ✨

Indicative: $1,840

3 Check the limit. Calculate. Bind.

portal.ftainsurance.com.au

FTA Broker Portal Acme Pty Ltd ▾ SG

◀ New Quote — Professional Indemnity

Insured

Acme Pty Ltd

Revenue ✨ auto-filled from last renewal

$4,200,000

Limit

$2M / $4M ▾

Indicative premium: $1,840

✦ Ask

4 Acme is in your records, bound.

portal.ftainsurance.com.au

FTA Broker Portal All brokers ▾ SG

Welcome back, Sam.

Total premium

$2.4M

Renewals due (30d)

Drafts

Bound this mo.

Records Filter: All ▾ · + New

Insured	Product	Stage	Premium	Due
Acme Pty Ltd	PI	Bound	$1,840	—
Beta Co	GL	Renewal due	$4,210	14 Jun
Gamma Holdings	CY	Awaiting UW	$9,120	—
Delta Group	ML	Draft	—	—
Epsilon Pty	PI+CY	Bound	$6,540	—

✦ Ask

works with what you already use

OutlookSalesforceMicrosoft TeamsWinbeat

About onboarding.

Frequently asked — onboarding

How long does verification take?

One business day. We check your AFSL number against ASIC's register and provision your Clerk workspace.

What if my brokerage already has accounts?

We'll add you to your brokerage's existing workspace and your existing colleagues will see you in the team list.

Can I bring my team?

Yes. Once your workspace is active, you can invite colleagues from the same AFSL directly.

Free, AFSL-verified, 1 business day.

Request access → or Sign in with Microsoft →