Step 1: Login to the platform

Step 2: Once you are logged in, Select the “Your Clients” option

Step 3: Select “Car and home insurance” for Discovery Insure.

Step 4: Select the adviser who you want to download the client list for.

Remember to select the “Select Entity” option when you want to download this for the next adviser so that it refreshes the page.

Step 5: Click on “Excel” to download the excel statement.