General insurance
Home, contents, vehicles, and landlord cover in a short advice journey with renewals in view.
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.
- Needs analysis — Home, contents, vehicles, and landlord cover needs.
- Recommendation — Recommended cover and alternatives in a quote pack or SOA.
- Acceptance & issue — Policy bound; schedule on file with client acceptance.
- Review reminder — Schedule the next general insurance review.
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.