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How can we improve the Smartr365 Fact Find?

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1 result found

  1. Existing Protection

    There needs to be an 'Existing protection' section within the fact find so that we can capture the details of these pre-existing plans. Basics only required, single/joint life, what plan type, benefit, premium, insurer and start date

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    0 comments  ·  Protection Fact Find  ·  Admin →
    completed  ·  Thora Kehoe Adviser responded

    Hi,

    Existing cover for protection has been added to the adviser and client Fact Find forms. Thank you for your input and feedback on this idea.

    Thanks,
    Thora, Product Owner

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