The insurance process through AdviserLogic is broken down into 5 parts, you can click on the below available links and it will help you while doing insurance research.
Existing Policies: Recording the current policies of the client and partner.
Needs Analysis: To determine the level of cover that should be held by the client and partner.
RiskLogic: Insurance quoting and comparison tool.
Recommendations: A record of the Insurance Policies that you will recommend for the client which are not currently held.
Justification: The reasons as to why you feel your clients should be applying for the recommended policies.
Commission Structure settings:
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