Portal Demonstration | Simplicity Passerelle

Interactive demonstration

See the Portal the way a client sees it

This is the client side of the Passerelle Portal, running on invented data. Sign in as a demonstration client and you get what our clients get: the Performance Summary Report itself — the real document, not a summary of one — the documents waiting for a signature and the ones already signed, signing done in the Portal rather than printed and scanned, when the next premium is due, and where the credit facility stands and when it renews.

It handles more than one kind of contract, because clients hold more than one kind. An indexed policy, a whole life with its guaranteed floor drawn underneath the declared dividend, and a level term whose only material date is the day its conversion privilege expires — each read on its own terms rather than forced through the same table.

It also goes further than the client screen. A scenario view answers the question every annual review turns on — what happens if this changes — and a staff workspace shows the Portal side of the same record, where a manager publishes those scenarios, sets the assumptions behind them and sends a signature reminder that lands on a client's phone. That screen is not something a client can reach: staff open a client's own screen through View as in the Portal, which is how an advisor sees exactly what the client sees. There is a prospect too, mid-sales-process, reviewing illustrations before anything is placed.

portal.passerelle-partners.com/app — demonstration

Client access

Your Performance Summary Report, the records behind it, the documents we hold for you and the ones we need back — one secure place, provisioned by your relationship manager.

The report itself, exactly as your advisory team sees it
Documents signed in the Portal — no printing, no scanning
Premiums, renewals and facility dates before they arrive
Told when it matters, by email, text or push

Sign-in is a secure link valid for fifteen minutes. There is no password, and we will never ask you for one. Client access is provisioned one account at a time as clients are onboarded — there is no public sign-up.

Sign in to the demonstration

Choose who to sign in as. Three records are set up, because the answer to “what would mine look like?” depends heavily on whether there is a loan in it — and because someone still deciding is not looking at the same screen as someone seven years in.

How the real sign-in works. You enter your email address, we send a secure link, and the link signs you in for that session. Nothing to remember, nothing to reset, and nothing that can be phished out of you over the phone.

Access is provisioned by your relationship manager. What you can see is decided deliberately with your advisory team — it is not a switch that gets left on.

Demonstration data. Figures are illustrative and describe no real client, policy or carrier result.

What you are looking at

Four things a client should never have to chase

Reporting

The actual report, not a picture of one

The Performance Summary Report renders in the Portal exactly as it is issued — the portfolio cover, the policy value breakdown, annualized investment returns, portfolio historical spreads and the segment detail, on Passerelle letterhead. Download it and you get the same pages as a PDF. Every panel carries the source it came from and the moment it last refreshed, and the policy year still in progress is marked provisional rather than presented as fact.

Documents & signing

Signed in the Portal, filed on the spot

Read the document, adopt a signature — typed or drawn — consent, and it is executed. The panel only unlocks once you have reached the end, so nobody signs a page they have not seen. Back comes a signature record with a reference, a timestamp and the method, the document moves into your signed file carrying the signature, and your relationship manager is told. No printing, no scanning, no separate e-signature account. Asking for a copy of anything works the same way: pick it off your own file, say who it is for, and the request is tracked on the screen until it arrives. Nobody signed in is ever asked their name and email again — that form is for people who do not have access yet.

Being told

Contact details, preferences and push

Your details, your mailing address, who else is on the file and what each of them can see. Choose how we reach you — email, text, or push notifications on a phone with the Portal installed to the home screen. Push is the difference between hearing about a signature the day it is raised and hearing about it at the review.

Scenarios

What happens if the rate moves

Move the crediting rate, the borrowing rate, the number of remaining premiums or the horizon, and the projection, the table and the summary move with it. Your advisory team publishes the saved scenarios, so what a client explores stays consistent with what was actually advised.

For the team

Running this in a client meeting

The demonstration is built to be shared on a screen, sent ahead of a meeting or attached to an introduction email. It carries no client data, so it can go anywhere.

One

Open it full screen

Use Full screen on the window chrome and the browser frame disappears — on a screenshare it reads as the application, not as a page about the application. Escape returns you to the page.

Two

Pick the structure that matches the conversation

The financed trust for a premium finance discussion, the unfinanced three-policy household for anyone who wants to see whole life and term handled properly alongside an indexed policy, the prospect for a first meeting. Switch between them on the dark Demo controls strip — it sits on the browser chrome, outside the application, because a real client signs in to their own account and has no record picker and no staff view at all.

Three

Send a link to the exact screen

Add ?client=whitmore&tab=scenarios to this page's address and it opens signed in, on that tab. Useful in an introduction email when the point you want made is one screen deep.

Scenarios are an administrator control, not a free-for-all

In the Portal, managers and administrators define which scenarios exist for a client, the assumptions behind each one and whether the client can see them at all. A scenario built for a meeting can stay internal, be published to the client afterwards, or be attached to the annual review the client signs. The arithmetic in this demonstration is deliberately simple and is labelled as illustrative wherever it appears — a signable illustration comes from the carrier, and we will prepare one on request.

Client access is provisioned one account at a time as clients are onboarded, so most people reading this will not have it yet — the demonstration above is the whole thing, on invented records. Ask for what you need and it goes straight to the desk that holds it.

Trouble signing in? Call Miami on +1 (305) 359-3559. We will never ask for your password, and we will never request account credentials by email.