BAT 3.0 is Almost Here
We are preparing to launch BAT 3.0, one of our biggest platform updates yet.
The new version introduces a fresh look, improved navigation and redesigned dashboards across BAT, with the aim of making everyday processes simpler and compliance easier to manage.
5 Days. 5 Modules.
To help everyone prepare for the changes, we will be taking a closer look at one of BAT's five core modules every day this week.
Each update will explain what's changing and what to expect, so everything is clear when BAT 3.0 goes live.
Introducing the New Adviser Module
The redesigned Adviser module brings together your most important CRM information in one place, giving you a clearer overview of your clients, business activity and upcoming work.
Rather than navigating between different areas to find information, the new dashboard provides an immediate view of what is happening across your client bank.
Everything at a Glance
The new Adviser dashboard brings together information from four key areas, helping you identify upcoming reviews, overdue items and activity requiring attention.
Preview of the new Adviser dashboard
Clients
View your client bank, monitor upcoming reviews and identify client records requiring attention.
Business Book
Keep track of your policies, upcoming policy reviews and outstanding activity.
Commissions & Fees
Monitor outstanding commissions, received income and pending items from one overview.
Advice Cases
See advice case activity, upcoming reviews and overdue items requiring attention.
A New Upcoming Reviews List
One of the main additions to the Adviser dashboard is the upcoming reviews list.
This brings together reviews from across Clients, Business Book and Advice Cases, making it easier to keep track of upcoming deadlines and outstanding work.
Stay Ahead of Your Reviews
With the new upcoming reviews list, you will be able to:
- View upcoming and overdue reviews in one place.
- Filter reviews by month.
- Search for specific clients or records.
- Identify the area associated with each review.
- Open the relevant record directly from the list.
The aim is to give advisers and administrators a clearer understanding of their upcoming workload, while reducing the time spent navigating between different sections.
Preview of the new Upcoming Reviews list
Easier Access to Your Everyday Tasks
Alongside the improved visibility, the new dashboard introduces quicker access to commonly used actions.
You will be able to add clients, business records, fees and advice cases directly from the relevant dashboard sections.
Each area also displays recent activity, helping you quickly identify newly added records.
These improvements are designed to make the Adviser module a more useful starting point for your daily work, providing clearer information and easier navigation.
What's Next?
The new Adviser module will be available as part of the BAT 3.0 launch on Monday 9 November 2026.
Throughout the rest of this week, we will continue introducing the improvements coming to BAT's other core modules.
Keep an eye on your inbox for the next update.