You can now access insurance research tools like Needs Analysis and Research & Quoting via Digital Advice – Advice Tools. This will allow you to perform quick quotes and research without needing to create an advice scenario.
Accessing Advice Tools
You can access the Advice tools by either hovering over the Digital Advice button and click on Advice Tools or by clicking on Digital Advice and then clicking on Advice Tools from the new Digital Advice landing page.
This will take you into Advice Tools where you will see the available Tools to select from including Super: Super Research & Super Fees Comparison and Insurance: Needs Analysis & Quoting & Research.
Click on the Needs Analysis button to go to Needs Analysis screen. This screen is specific to the selected client and will be pre-filled with existing client fact find data.
You can create and save new scenarios from the Add Scenario button and select a scenario you want from the Choose Scenario dropdown.
Features of Needs Analysis include Reset and Set Defaults from Options to provide you with a more tailored tool.
Download the Needs Analysis from the Download Report button (bottom right of the screen).
You can return to the Advice Tools landing page by either clicking on the Back to Advice Tools button or by selecting from the Digital Advice drop-down menu.
Moving to other tools is easy by selecting from the Needs Analysis drop-down menu.
Note - When you move from Needs Analysis to Research screen, additional cover required will get auto-populated from the Needs Analysis last updated scenario.
Quoting & Research
This Advice Tool allows you to use the Insurance Research tool to compare insurance product features and premiums, independent from an advice scenario.
You will be able to update research parameters and save multiple quotes on the Quoting & Research screen. After updating any required quote details for your client on the left menu, select the policies to compare by ticking the associated checkbox. You will then see a compare products button (bottom right of the screen) to go to the comparison screen.
From the options button, you can modify Default settings, Included insurers and products, Insurer logins and Commissions.
A Comparison report is available under the Download button.
Notes 1) You will see the last updated scenario in Needs Analysis and Last updated quote in Research if you switch or return to the respective screen directly.
2)Quotes saved in the Advice Tools are available to be used in Digital Advice Scenario as well under the same section.