Overview
Follow the video below to get you started with sourcing Building and Contents insurance through Xplan Mortgage.
Time you'll need to set aside for this article: approx 2 minutes
Agenda
Learn how to:
Run a Buildings and Contents quote
Video Summary:
- Choose Buildings and Contents on the Dashboard.
- Add in the requirements and choose the address by adding in the Post Code and clicking Find Address.
- Progress through to Illustrations on the bottom right.
- A pop up screen will appear asking you to read it through with the client and confirm they are happy to proceed.
- Quotes will be returned and once confirmed with the client, you can apply directly from Xplan Mortgage.
Where next?
If you've followed our recommended paths, you've now completed all learning articles, congratulations!
Don't forget that you can access any article at any time as you continue your learning with Xplan Mortgage. You can also find out more within our Community, see below.
Learn more within our Community
Register for our Community to access:
- Release Information
- Service Updates (Known Issues)
- Even more help and best practice guides
- Participate in our Ask the Community forum specifically for Xplan Mortgage, asking questions, interacting with our teams and your peers
- Access to information about more Iress software
You need to register via Xplan Mortgage
