1. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
HBS mi-Zone
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

2. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
mi- Zone User Guide
This guide takes you through the basics of how to use mi-Zone – simply click to move through the Guide
Each of the slides showing screenshots has animations on them to show you what you need to do
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

3. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
mi- Zone User Guide
mi-Zone is the “master system” (your system) which communicates with your clients who use mi-World
There is a further module, mi-Introducer, you can add to communicate with your Introducers
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

4. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
mi-Zone is a Cloud Based
Remote Access System
The Systems work together to replace your system (i.e Outlook, Hotmail, Gmail etc.)
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

5. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
mi- Zone User Guide
This guide concentrates on how mi-Zone and mi-World interact
The next slide shows you what the two systems look like
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

6. mi-Zone and mi-World
Master System
Client Portal

7. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
Accessing Your mi-Zone
The first thing you need to know is how to get in to your mi-Zone system
You need to go to our website ( then please follow these instructions:
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

8. Accessing Your mi-Zone

9. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
How your client accesses mi-World
The following slide shows you how your client accesses their mi-World
However, please note that when you send them documents, messages or requests they get an message which has a link in it, so they don’t always need to go through the following routine
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

10. Client Accessing mi-World

11. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
Adding a New Client
The next thing you need to know is how to add a new client
The next slide takes you through how to do it
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

12. Adding a Client

13. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
Connecting Your Client to mi-World
Having added your client you now need to invite them to use mi-World
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

14. Connecting Your Client to mi-World

15. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
Client Goes to their mi-World Portal
The client will receive the that is generated by you completing the mi-Zone invite routine
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

16. Client Goes to their mi-World Portal

17. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
Setting Up a Worksheet
You don’t have to set up Worksheets. The main reasons that you may wish to are if:
You want to keep communications about a topic in one place e.g Mortgage, Investment, Protection
You are going to be communicating about more than one product at the same time e.g if you are doing a mortgage and will be doing Protection with it
NB – The “Timeline” (more on that later) will show all communications in chronological order regardless of what category you have assigned them
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

18. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
Setting Up a Worksheet
At this point you only need to complete the basic details as many, in the first instance, you will not know.
Also some fields you may not wish, or need, to use
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

19. Setting Up a Worksheet

20. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
Sending a Document
The following slide shows you how to send a document to your client’s mi-World from the Worksheet
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

21. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
Sending a Document
NB – You can also send documents from the client’s “home screen” if you don’t want to use Worksheets
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

22. Sending a Document

23. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
Client Receives a Document
The next slide shows how the client receives and reads the document you have sent
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

24. Client Receives a Document

25. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
Picking Up Messages on Mobile ‘Phones
When mi-Zone and mi-World send alerts, to say something has happened on the case, if the alert is read on a mobile phone, there is an option in the message to open the system on the mobile ‘phone.
The following slide shows how that works
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

26. Picking Up Messages on Mobile ‘Phones

27. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
Client Sends You a Document
When your client sends you a message the next slide shows how you they send it and then how you receive a message to let you know they have done it
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

28. Client Sends You a Document

29. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
Advisor Receives a Document
Now that you have the message this next slide shows you how you receive and read it
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

30. Advisor Receives a Document

31. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
Timeline Feature
The “Timeline” gives you, in chronological order, all that has happened on a case. This is also replicated in your client’s mi-World
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

32. Timeline Feature

33. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
Subject Access Requests
As you are supplying your client with mi-World you are giving them access to their details whenever they wish to look at them. It is a permanent Subject Access Request
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

34. mi-World - A Live Subject Access Requests

35. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
If you have any questions or suggestions please do not hesitate to contact us:
Tel:
Life’s Too Short To Be Mediocre – HBS The Professionals Choice

36. Life’s Too Short To Be Mediocre – HBS The Professionals Choice
mi-Zone
GDPR Solution
Life’s Too Short To Be Mediocre – HBS The Professionals Choice