Insurance research, built into the advice workflow and plan.
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Needs analysis for the client and their partner
Capital needs and provisions for Life, TPD, Trauma and Income Protection
Client details and current cover drawn from the client record already in the plan
Existing cover netted off to show the surplus or shortfall for each need
Recommendations that flow into your advice
Recommended policy and replacement advice merged into the SOA or ROA
Needs analysis table and commentary, with replacement and like-for-like product research
Product reports attached as support documents
The same research shown in the digital presentation, only where you tick it
Commentary can start from Quick Text templates
A stage in the plan, not a separate tool
Tick Personal Insurance when you create the plan
Research happens in the Research stage, between Scope and Strategy
Select Include in Plan, the same pattern used across Advice Designer
No separate comparison tool, no spreadsheet, no re-keying into the SOA
Quotes, built need by need
Set sum insured, structure, super or non-super ownership, rollover and premium waiver for each need
Premium frequency set separately for super and non-super
Insurer campaigns applied to quotes automatically where available
Target market determinations and adviser guides open alongside each product
Roadmap
More research tools on the way
Each one works the same way — run it inside the plan, carry the result straight into the advice.
Insurance Research
Needs analysis, quotes and recommendations, run inside the plan and written straight into the SOA.
Book a demo →Investment Research
Platform and investment research in the same place, with the recommendation flowing into the advice the same way.
Financial Modelling
Projections and scenario modelling built into the plan, with tables and charts that land in the SOA and the digital presentation.