25 results found
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Medical Questionaire
Can we have a Medical Questionaire that can be sent to the client at an appropriate stage of the Protection Conversation? This will allow us to speak to providers in advance about any medical conditions, getting an idea of potential loadings / declines.
7 votes -
Universal Budget Planner for Mortgages & Protection
The outgoings section should be a universal budget planner that can advise on the mortgage and protection. On another system there is the ability if it is a joint application you can remove one applicant to see if the mortgage is affordable if one person was no longer able to pay. If the answer was red/no this then would feed into an Income Protection conversation.
This feature idea is from a system called Midus but you have to be part of an exclusive network to get access to it.
80 votesHi all,
We recently launched the Financial Overview feature based on the Protection Adviser's need to see a high level view of the client's financial situation. We are evolving this feature to include more mortgage-related changes including the ability to add a Mortgage Budget, and improvements to our Income and Outgoings section.
Please speak to your CS rep or keep an eye out for more information.
Thanks,
The Product Team
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Improve navigation so adviser can see all cases that relate to X applicants
Existing protection FF separates applicant 2 on their own, rather than in the joint application (without any information to where its saved)
When we key in existing protection policies, you can only see the policies for the person who’s name you selected to enter a fact find. But we need to be able to see all existing policies for both parties of a fact find. Otherwise its’ not practical to be flicking back and forth to different ‘case names’.
To try and summarise this, if I have Mr and Mrs Jones and I go into the fact find via Mr…
19 votesHi all,
We are currently making changes to the Protection experience in Smartr. This requirement has been approved and planned for later this year.
Keep an eye out for more comms to follow.
Thanks,
The Product team
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Automate protection shortfall
Calculate
13 votes -
Review & Filter Protection referrals
Potentially create an area on Smartr whereby we can filter through the historical referrals made to the relevant protection adviser. Can then also use the notes section on this to update on any progress, so both the advisor and protection advisor can track this a lot closer.
29 votes
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