{"id":4073,"date":"2025-09-23T08:33:55","date_gmt":"2025-09-23T07:33:55","guid":{"rendered":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/?post_type=article&#038;p=4073"},"modified":"2025-09-23T08:34:32","modified_gmt":"2025-09-23T07:34:32","slug":"platform-summary-see-the-bigger-picture-instantly","status":"publish","type":"article","link":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/article\/platform-summary-see-the-bigger-picture-instantly\/","title":{"rendered":"Platform Summary :: See The Bigger Picture Instantly"},"content":{"rendered":"<p><strong>The Platform Overview tab brings your entire benefits setup into focus. From live features and active schemes to what\u2019s available to switch on, everything is laid out clearly in one easy-to-navigate space.<\/strong><\/p>\n<p><strong>It\u2019s the quickest way to understand what\u2019s running, what\u2019s missing, and where there\u2019s room to grow, so you can manage your benefits with confidence and control.<\/strong><\/p>\n<hr \/>\n<h2>\ud83e\udd14 What Is Your Platform Summary?<\/h2>\n<p>Your platform summary is designed to give you a quick, holistic view of your platform. It includes:<\/p>\n<ul>\n<li>Platform features that are active and visible (e.g. Analytics, Payroll etc.)<\/li>\n<li>Features that are available but are currently inactive and could be turned on<\/li>\n<li>Live benefits and their key details, and related tasks<\/li>\n<li>Other popular products that other teams are using for inspiration<\/li>\n<li>The latest news and insights shared by your team or Drewberry.<\/li>\n<\/ul>\n<p><strong>See it in action \ud83d\udc47<\/strong><\/p>\n<div style=\"position: relative; width: 80%; height: 0; padding-top: 40%; padding-bottom: 0; box-shadow: 0 2px 8px 0 rgba(63,69,81,0.16); margin-top: 1.6em; margin-bottom: 0.9em; overflow: hidden; border-radius: 8px; will-change: transform;\"><iframe style=\"position: absolute; width: 100%; height: 100%; top: 0; left: 0; border: none; padding: 0; margin: 0;\" src=\"https:\/\/www.canva.com\/design\/DAGuK1B5WWI\/bMfBMvhGHRVMXIuWqoBqZQ\/watch?embed\" allowfullscreen=\"allowfullscreen\" data-mce-fragment=\"1\"><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><span data-mce-type=\"bookmark\" style=\"display: inline-block; width: 0px; overflow: hidden; line-height: 0;\" class=\"mce_SELRES_start\">\ufeff<\/span><br \/>\n<\/iframe><\/div>\n<div><\/div>\n<h2>\ud83d\udd13 How To Access Your Platform Summary<\/h2>\n<p>Once logged into your My.Drewberry platform, click the <strong>&#8216;Avatar&#8217;<\/strong> icon in the top right of the screen and then <strong>&#8216;Admin&#8217;<\/strong><\/p>\n<p><img class=\"alignnone wp-image-4040 \" data-original=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Access-My.Drewberry-Admin-Screenshot.png\" alt=\"\" width=\"674\" height=\"358\" \/><\/p>\n<p>When you enter the Admin Centre, you\u2019ll land straight on the Platform Summary, giving you an instant overview of your benefits.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4041 \" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-1-scaled.png\" alt=\"\" width=\"682\" height=\"331\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-1-scaled.png 2560w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-1-300x146.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-1-1024x497.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-1-768x373.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-1-1536x746.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-1-2048x995.png 2048w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-1-480x233.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-1-696x338.png 696w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-1-580x282.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-1-587x285.png 587w\" sizes=\"auto, (max-width: 682px) 100vw, 682px\" \/><\/p>\n<h2>\ud83e\udd13 Break Down Of Platform Summary Details<\/h2>\n<h3>Summary of Platform Features<\/h3>\n<p>This section gives you a snapshot of the features currently live on your platform, plus others available but not yet activated.<\/p>\n<p>The snapshot below is an example of how this section appears. In this case, HRIS Integration, Analytics, and Payroll are active. Praise is available, but not turned on.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4035 \" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-2-scaled.png\" alt=\"\" width=\"683\" height=\"357\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-2-scaled.png 2560w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-2-300x157.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-2-1024x535.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-2-768x401.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-2-1536x803.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-2-2048x1070.png 2048w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-2-480x251.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-2-647x338.png 647w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-2-580x303.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screen-Shot-2-545x285.png 545w\" sizes=\"auto, (max-width: 683px) 100vw, 683px\" \/><\/p>\n<h4>How Can I Turn On Inactive Features?<\/h4>\n<p>To activate any <strong>\u2018Inactive\u2019<\/strong> features, simply reach out to your benefits consultant, they\u2019ll help you get things up and running.<\/p>\n<h3>Provider Products<\/h3>\n<p>This section gives you a clear, at-a-glance overview of all the providers you have employee benefits in place with. For each scheme, you\u2019ll see the provider name, product type, and key policy details, along with the number of outstanding tasks linked to that benefit.<\/p>\n<p>It\u2019s an easy way to stay on top of what\u2019s active, keep your records accurate, and quickly spot where attention might be needed across your benefits offering.<\/p>\n<h4>Filter Products &amp; Change View<\/h4>\n<p>Looking for something specific? Use the filter to sort your benefits by product type. This is deal if you want to focus on a particular scheme or provider. You can also switch between scroll and grid views, depending on how you prefer to navigate.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4036 \" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-3-scaled.png\" alt=\"\" width=\"681\" height=\"339\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-3-scaled.png 2560w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-3-300x149.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-3-1024x510.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-3-768x382.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-3-1536x764.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-3-2048x1019.png 2048w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-3-480x239.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-3-679x338.png 679w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-3-580x289.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-3-573x285.png 573w\" sizes=\"auto, (max-width: 681px) 100vw, 681px\" \/><\/p>\n<h3>Other Popular Products<\/h3>\n<p>This section highlights a selection of benefits that other organisations have added to their platform. It\u2019s designed to give you inspiration and help you spot options that could work well for your own team.<\/p>\n<p>Like with the other sections, you can also switch between scroll and grid views, depending on how you prefer to navigate.<\/p>\n<h3>Latest News<\/h3>\n<p>This section brings together your organisation\u2019s latest news alongside helpful articles from My.Drewberry, all in one place. It\u2019s designed to keep your team informed, engaged, and up to date with what matters most.<\/p>\n<p>Click on any article to open it and explore the content further.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-4037 size-full\" src=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-6-scaled.png\" alt=\"\" width=\"2560\" height=\"1330\" srcset=\"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-6-scaled.png 2560w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-6-300x156.png 300w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-6-1024x532.png 1024w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-6-768x399.png 768w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-6-1536x798.png 1536w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-6-2048x1064.png 2048w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-6-480x249.png 480w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-6-651x338.png 651w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-6-580x301.png 580w, https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-content\/uploads\/2025\/07\/Platform-Summary-Screenshot-6-549x285.png 549w\" sizes=\"auto, (max-width: 2560px) 100vw, 2560px\" \/><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Platform Overview tab brings your entire benefits setup into focus. From live features and active schemes to what\u2019s available to switch on, everything is laid out clearly in one easy-to-navigate space. It\u2019s the quickest way to understand what\u2019s running, what\u2019s missing, and where there\u2019s room to grow, so you can manage your benefits with &#8230;<\/p>\n","protected":false},"author":3,"featured_media":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","article-category":[45],"article-tag":[],"class_list":["post-4073","article","type-article","status-publish","format-standard","hentry","article-category-benefit-administration"],"_links":{"self":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/4073","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/comments?post=4073"}],"version-history":[{"count":1,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/4073\/revisions"}],"predecessor-version":[{"id":4074,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article\/4073\/revisions\/4074"}],"wp:attachment":[{"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/media?parent=4073"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-category?post=4073"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/www.drewberryinsurance.co.uk\/my\/support\/wp-json\/wp\/v2\/article-tag?post=4073"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}