Protection Sourcing

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Overview

Follow the set of videos below to get you started with sourcing Protection through Xplan Mortgage. 

Time you'll need to set aside for this article: 6 minutes

Agenda

• Learn how to:
• Run a quick protection quote
• Generate Term and Critical Illness feature reports
• Where next?
• Learn more within our Community

 

Learn how to:

Run a quick protection quote

 Has sound

Length: 1 minute, 48 seconds

 

Video Summary:

• For a quick protection quote, click Protection Quote on the Dashboard.
• Add in the applicants details and choose the required policy types.
• Clicking Save will take you to the Policy Details screen.
• You can now add in the specific requirements per quote. It will automatically add Critical Illness cover but you can remove this if required. 
• Once you have added in the requirements, click Source. 
• In the results screen that appears, you can see all of the quotes returned and see more information about each one in the right hand panel. You can see more information or view the illustration. 
• Compare up to 5 by selecting the quotes required and clicking Compare. 

Generate Term and Critical Illness feature reports

 Has sound

Length: 3 minutes, 50 seconds

 

Video Summary:

• Jane Irwin, our Product Owner for the Exchange, shares how you can produce feature reports in Xplan Mortgage. 
• Sourcing Protection via the Exchange in Xplan Mortgage, you can obtain these new reports enabling you to quickly see the features for each product and produce a feature report for all Term and Critical Illness products. 
• Within Xplan Mortgage, in the Protection results screen, choose the appropriate tab, select your providers and click on Comparison Report. Feature reports are available here. 
• They are also available in the Illustrations area under Generate Documents. 

Where next?

You should be able to source Protection quotes now however I'm sure you'd like to know more including how to source particular types of protection such as Multi Benefit etc. More is available within the Community. See below or you might wish to progress to General Insurance

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