Marketplace, how to find and start selling products

Welcome to the Flightdeck CRM Marketplace - your gateway to expanding your product offerings and streamlining your sales process. Our marketplace allows you to instantly access a variety of products that you can white label and sell under your own business name. When you make a sale, the policy management area in Flightdeck CRM is automatically updated with the new policy and any associated documents, ensuring your records are always current and accurate.

At the heart of the Flightdeck marketplace is the ability to compare multi-insurer products effortlessly. This feature not only simplifies the comparison of various insurance policies but also ensures that you can secure the best coverage options for your brokerage at the most competitive rates. By accessing a diverse range of quotes from different insurers, you're equipped to make informed decisions, tailor insurance plans to your business’s specific needs, and optimise your cost savings.

Step 1: Finding Products on the Marketplace

After logging into the Flightdeck CRM, you'll start on the dashboard page, which provides a quick overview of your current operations and performance metrics. To begin exploring the wide range of products available for your business, follow these steps:

1. Navigate to the Marketplace: Locate the global side navigation on the left-hand side of your screen. Here, you'll find various sections to manage different aspects of your CRM.

2. Expand the Marketplace Dropdown: Click on the 'Marketplace' dropdown to reveal additional options. This section is designed to give you direct access to all marketplace features.

3. Select 'Online Products': Within the dropdown menu, you'll see three options: 'Online Products,' 'Find Capacity,' and 'My Products.' Click on 'Online Products' to proceed. This action will direct you to a page listing all the available online products.

4. Browse Products: On the 'Online Products' page, you'll find all the products categorized into 'Starter' and 'Premium' offerings. This distinction will help you quickly identify which products are basic, free or lower-cost options, and which are more advanced, providing additional features at a premium.

By following these steps, you can effortlessly access and browse through a diverse selection of products tailored to the needs of your brokerage, enabling you to expand your offerings and cater to a broader client base.

Step 2: Requesting to Sell Starter Products

Browsing and Selecting Starter Products

5. Navigate to the Online Products Page: Once you're on the 'Online Products' page, browse through the available options. Starter products, also known as Flightdeck products, are part of the Free plan and are indicated as such.

6. Review Product Details: Click on any product card that interests you. This will open a detailed view where you can assess the product's suitability for your needs. Here, you’ll find essential information including a description of the product, its appetite (suitability criteria), and any relevant documents.

Requesting to Sell

7. Initiate Request to Sell: If you decide the product meets your needs, click the Request to Sell button located at the top of the product page. This primary action button is designed to be easily accessible.

8. Approval Process: Upon clicking Request to Sell, the product status will change to 'Pending'. This indicates that your request is under review by our compliance team to ensure it meets all necessary criteria.

9. Product Activation: Once approved, the product will be moved to your 'My Products' page. From there, you can begin selling the Starter product to your clients.

By following these steps, you can seamlessly add new Starter products to your offerings, expanding your business capabilities without incurring additional costs on the Free plan.

Step 3: Requesting to Sell Premium Products

Accessing Premium Products

10. Navigate to the Online Products Page: Similar to the process for Starter products, begin by accessing the 'Online Products' page where you can view available products.

11. Identify Premium Products: Premium products are exclusively multi-insurer products. These offerings provide a comprehensive platform to compare various insurance policies, ensuring you find the best coverage for your brokerage at competitive rates.

Membership Requirement

12. Join the Premium Membership: To access and sell Premium products, you must subscribe to the Premium membership. This membership is priced at £795 per month and grants you the ability to sell and manage multi-insurer products.

13. Subscribe to Membership: Follow the prompts to join the Premium membership. This process includes payment setup and verification of your brokerage details.

Requesting to Sell

14. Request to Sell Premium Products: Once your membership is active, revisit the product of interest and click the Request to Sell button on the product’s detailed page.

15. Approval and Activation: After requesting, the product status will switch to 'Pending' for compliance review. Upon approval, the product will be added to your 'My Products' page, enabling you to start selling Premium products.

By taking these steps, you can expand your offerings to include Premium products, enhancing your ability to cater to diverse client needs with high-value insurance options.

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