Business Management Tools

my CPD*

A digital plan and track tool, it makes it easy to capture your objectives and activities throughout the year, and can be exported into PDF format.

my Dashboard

Know your numbers, track your monthly appointments, proposals, sales & API, insurers, benefit types and commissions – your financial blue print of your business

Gap Reports

Setting weekly goals and sticking to them to help grow your activity

90 Day Plans

A quarterly plan to measure your performance over a period of time to reach your yearly targets

Shared Drive

Templates and other frequently used documents to make it easier to run your business - Includes editable insurer docs, process docs and compliance resources

*myCPD available to tier 1 members. All other benefits are tier 2

Contact hello@mysolutions.nz to find out more