8 results found
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Existing Cover auto created from Completed Protection cases
Where a Protection Policy status is updated to Completed user to be prompted to create an equivalent policy in Existing Cover. The prompt should enable the user to save the status and choose whether to select to update Existing Cover or not. If Yes is selected Existing Cover should be auto updated to create a policy with all details populated i.e. do you wish this policy to be created as a policy within Existing Cover.
This will avoid rekeying of data
Where the Policy status is amended from Completed/Inforce a prompt should be given to the user to delete the…6 votes -
Recording Non-Indemnity Earnings
There needs to be an option to record a Life Insurance commission when it's paid over the 48 month earning period (non-indemnity).
5 votes -
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.
6 votes -
Protection reports
Having a pipeline reports for protection.
5 votes -
Use income captured in Gross Total per Annum to pull through for protection solutions
Currently the population in sourcing when trying to make IP recommendations is that of the income captured in Gross Annual Salary and not Gross Total Per Annum.
This then means that you cannot recommend protection to the maximum amount that a customer needs to be able to protect as additional income such as bonus and overtime or allowances are not included.
Please can this be amended so that the income captured in Gross Total per Annum is that which pulls through to solution builder5 votes -
Protection
When using the income to push through to SB, it only takes the annual gross salary, rather than any commission as well. This is bad as if I have a applicant who has a base of 40,000, but a commission of 15,000, this 15000 is not being included, which in turn is highly impacting the results with less.
1 vote -
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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