Business insurance
Business risk cover for key people and operations — from needs capture through binding and review.
4 stages
This is the same platform journey available under Your organisation’s templates in the adviser portal. Firms clone it, then tailor stages and document artefacts.
- Business needs analysis — Business profile, key people, revenue, and insurance objectives.
- Recommendation — Quote pack or SOA comparing business cover options.
- Applications — Submit applications and track insurer acceptance.
- Review reminder — Schedule the next review as revenue, staff, or operations change.
How it connects
Stages can link fact-find forms, vault documents, mail-merge SOA artefacts, tasks, and client portal share/accept/sign actions. Matters appear on the Advice Pipeline by template stage.
Adviser tip: Clone the platform template into your firm, then reshape stages, artefacts, and tasks so the Advice Pipeline matches how you already deliver advice.