Did you know you can instantly validate insurance premiums and generate insurer quotes directly from Risk Researcher without manually re-keying data into external provider portals? Why? A common pain point for paraplanners is the time spent generating quotes across multiple systems. Discrepancies usually happen when you…
Did you know you can use the Life Risk Calculator in meetings with your clients and pull real-world actuarial data into your client presentations and SOAs to demonstrate the importance of personal insurance? Why? We often hear from advisers that explaining the "why" behind personal insurance can feel a bit abstract or even…
Iress product manager Brent Muller recently jumped onto Advisely to answer all your burning questions on Xplan Risk Researcher. Here are three of the most interesting conversations that came out of his AMA: Q: How do you best incorporate Xplan's fully interactive risk insurance comparator system in an advice process, and…
Xplan Risk Researcher, the fully-interactive risk insurance comparator system, has received updates that make it even easier for advice professionals to meet their clients’ complex needs. The updates – to ratings methodologies and approaches, as well as group cover – provide you with the precision you need to advise your…
In addition to having the client’s details all up to date in Xplan, there are lots of other settings and information that can help to build efficiency into the process. Following are some tips for ensuring your Xplan is set up to suit your practice’s preferences. Note: All Statement of Advice templates may be coded…
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