Once you reach the end of your Insurance advice process with your client, and the policy is in place or you've received your commission, you can 'win' the Insurance Advice Opprtunity! ✅
Winning the Opportunity removes it from being in your Pipeline, as it is no longer needing active attention. You may have a few outstanding tasks, but you can create Activities with due dates to remind you of loose ends to tie up! 👍
This also means that you will have a new 'Product' in your client's Profile to represent their new polic(ies), and any changes in their statement of position.
Have a further read to get to know how you can effectively WIN your Insurance Advice Opportunity 😄
In this article you will learn:
What is Winning an advice opportunity?
The 3 different ways to win an opportunity
How to update the clients information when you win the opportunity
What is Winning an advice opportunity?
This is to signal the end of your active work for your client for a particular advice process you went through with them. It marks the advice work as 'completed'.
What happens in Trail when you win an Opportunity:
The Opportunity no longer will show in your active Pipeline view; it is 'closed/ completed'
It will show in the Profile, in the Opportunities area under the tab 'Won'
You get to update key Position details about your client that may have changed during the advice process (new home address, savings/ debt levels, existing or new loans).
What you can do after you've WON the opportunity
You can re-open the opportunity at any time from the Profile Timeline
You can download a PDF copy of the diary notes you had for the opportunity at any time from the Profile Timeline
You can assign Compliance Evidence at any time after an Opportunity is won/ closed.
3 Ways to Win an Advice Opportunity
An Opportunity can be completed from multiple places in the software.
The Pipeline
The client Profile
The Application Editor
1. The Pipeline
When on the Mortgage Advice Pipeline, click and drag the Opportunity tile (like you would to move an Opportunity between stages). Down the bottom of the screen, a few options will appear. Drag the tile and hover it over 'Complete' until it becomes a darker green, and let go.
2. The Client Profile
When on the Profile for a client, click on the relevant Opportunity tile in the Opportunities box on the left hand side of the screen.
This will bring up the Opportunity Sidebar. From here, click the three dots at the bottom of the sidebar, and select 'Complete'.
The Application Editor
1. Opportunity Summary section
Once you have accessed the Advice Opportunity for a client, navigate to the Overview section. From here, you will be able to select the green 'Win' button 👍
2. The Finalise Policy section
Once you have accessed the Advice Opportunity for a client, navigate to the Finalise Policy section. From here, you will be able to select the green 'Win' button at the top of the page.
Updating your Client's Position
Once you have clicked 'Win/ Complete' Opportunity, you'll be asked to confirm the client's new statement of position.
See the confirmation modal that appears:
Green ticks ✅ = anything your client will continue to have/ keep
Greyed out / no tick ⬜= these are discontinued and will be removed from the client's statement of position.
Clicking on each policy will allow you to check and edit the policy information, as well as removing the cover item if it is no longer relevant.
Best Practice 💡
We highly recommend checking over any new (or existing) policy details to make sure everything is correct, and you also put in as much information as you are aware:
Once the client's information is updated and correct, click 'Win Opportunity' at the bottom of the page. This will update:
Any open Opportunities (to become won/ closed)
The Products on the Profile