Transforming the way you work with us

The next generation Edge has been designed with one objective in mind – making your experience simple.


Faster. Smarter. Simple.

The next generation Edge has been redesigned with one objective in mind – making your experience simple.

Here you will find information about Edge’s exciting new features and a series of short videos to help you navigate your way around.

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Next generation features

From now on, using Edge is simple.

We listened to your feedback and built a new system that is completely intuitive. New features save you time and make the process of quoting, acceptance, keeping track of loans and settlements, and finding information easier than ever. 

Useful links

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New quick quotes

Now you can get a quote without the hassle of entering all your client’s information. Quick quote lets you quote fast on premiums using your brokerage defaults. 

Smart search

Smart search lets you find and edit records easily.

Start typing the loan number quote number, client name or reference and see intelligent results in real time. 

Real time reports

Get a live snapshot of your portfolio from the new reporting dashboard.

Create custom reports to show the information you need and hide the things you don’t. 

My Account

Now it's easy for your clients to accept their terms and manage information online.

The new My Account portal speeds up the approval process with online acceptance, and saves you time by giving clients the control to update their own payment and contact details.

Clients can set up their own My Account profile using the unique code found in their premium funding agreement.

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Quick and paperless

Clients can accept their terms online and enter payment details securely by simply clicking on the button in their agreement or direct debit request and entering a unique code. 

Easy access to information

Clients can see their payment history, update account details securely, and pay overdue amounts by credit card without impacting regular payments.

PCI-DSS compliant

Payment data is captured and stored through our IP Payments iFrame, so, you can rest easy knowing clients’ details are secure. 


Log in, renewals and endorsements

27 Apr 2018

Follow these simple steps to log in and renew or endorse in just two clicks.

Quick quotes, full quotes and online acceptance

27 Apr 2018

Check out how easy it is to create a new quote and let your client accept their terms online.

Smart search

30 Apr 2018

Find information quickly and easily using your client’s name, quote or loan number. 

Reporting dashboard

30 Apr 2018

Get a live snapshot of your premium funding portfolio from the new reporting dashboard..

Password reset and managing users

30 Apr 2018

Reset your own password, edit your profile, and manage user access for your office.

Frequently asked questions

Existing clients can continue to log in to Edge as you do today – through our interface with your broking system or our website. Your username and password remain the same.

New clients can get in touch with one of our relationship managers for a test drive on 1300 555 068 (Australia) or 0800 000 246 (New Zealand).

To create a quote in Edge, simply:

  • Use the new Quick Quote function on the homepage; or
  • Search for your client and follow the action prompts.

Now it’s easy for your clients to accept the terms of their agreement securely online.

Your client can simply click the button found in their offer email or pdf attachment, enter a unique code to access their agreement in our new My Account portal and accept their terms.

Alternatively, clients can elect to sign and return a pdf copy of their agreement, attached to the offer email.

Clients can manage their own payment and contact details through My Account – our new client online portal. Overdue payments can also be paid through My Account.

A copy of the Direct Debit Request form can be downloaded from the 'Documents' section within Edge. Your client can then simply click on the ‘Update online’ button, enter the unique code found on the form, and update their details within My Account.

The new and improved Edge dashboards are more interactive and allow useful graphical projections, which assist you in client interaction and growing your business.

View your real time month to date activity, such as quotes, loans and premium settlements. The Conversion Summary interactive graph allows you to forecast your commission opportunity.

Features such as advanced filters and action buttons make it easier to search for your client and renew loans. You can now click the loan ‘Action’ button to manage your client portfolio - renew or endorse loans, view the profile or documentation, and more.

Managing your portfolio made simple!

Client records can be found quickly and easily using smart search on the homepage.

Simply enter your client’s name or loan number to find loan information, payment and settlement details, transactions and loan history.

No. Old Edge has been replaced with the next generation Edge, featuring the same functionality with enhanced benefits.

Edge Administrators can now create individual broker profiles on the 'My Users' page within Edge.

To save time, Edge has pre-set user access profiles at various user authorisation levels to choose from. These include Standard, Manager, Reporting and Administration.

Visit the Edge homepage and click on the reset password link.

Clients can also reset their passwords by visiting My Account and clicking the reset password link. 

Are you an insurance intermediary?

Offer premium funding to your clients with less effort.

1300 555 068 (Australia) or 0800 000 246 (New Zealand)