The Client Portal Trail uses is an online tool that clients use to complete an insurance needs analysis.

This portal makes the information collection process as easy as possible for you as the adviser and for your client. Once a client is sent a link to access your Trail client portal, they are asked to complete an Insurance Fact Find & Needs Analysis (more on sending Insurance Fact Find here).

In this article you will learn:

As soon as a client logs in, they are taken to the Client Portal Dashboard. From here, they can see all their current applications, and begin a new application.
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When a client begins a Fact Find, they will be taken to an introduction page, where they are given information about what the fact find process is, and why it is important (this page is completely customisable).

The client then answers the fact find and needs analysis questions. The Trail Fact Find allows your client to enter all the information that you need to know - and saves you time from doing double entry of client information. 👍

These include questions on the who is involved:

To include dependents as part of the advice, simply click this when you are adding them as a contact:

Trail also understands that life happens, and a client may not be able to fill in the whole fact find in one go. Because of this, the answers the client enters are automatically saved as soon as they are put in, so the adviser can still see everything a client has entered without the 'Submit to Adviser' button being pressed.

Once at the end of the fact find, the client will be asked about their current cover. From here, they can upload any policy documents they have on hand, or they can enter in an estimate of their cover if they have an idea of their current insurance.

After entering their existing cover information, the client will be taken to the Needs Analysis section.

Depending on what cover options have been selected in the Nature & Scope of advice, the cover options will be shown in tabs for the client to work through. Because Trail is dynamic these pages are kept short but will expand with further questions depending on what cover is selected to ensure all required information is captured.

Finally, the client ticks a box to verify that their information is correct and that you may act on their behalf. The client submits the fact find to the adviser, who receives a notification stating that the client has completed their application.