Insurance review
Personal risk advice from needs analysis through underwriting and policy issue — alongside RetireMe contingency modelling when needed.
6 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 — Household, dependants, liabilities, existing cover, and protection objectives.
- Existing cover — Review schedules for gaps, overlaps, and outdated sums insured.
- Quotes & options — Quote pack or SOA comparing cover, premiums, and exclusions.
- Underwriting — Submit applications; track medicals, disclosures, and loadings.
- Acceptance & policy issue — Client accepts terms; policy schedule on file with signed acceptance.
- Review reminder — Schedule the next insurance review as income, debt, and family 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.