NOTE: To watch a training video explaining the insurance advice process, click here.

Once your client has completed the whole insurance advice process, you'll need to 'Win' the Opportunity to update your client's statement of position to reflect their new circumstances, and also to remove the Opportunity from the Pipeline and the client's Profile. 

An Opportunity can be completed from multiple places in the software. 

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.

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 Application Sidebar. From here, click the three dots at the bottom of the sidebar, and select 'Complete'. 

1. The Overview Section

Once you have accessed the Application Editor for a client, navigate to the Overview section. From here, you will be able to select the green 'Win' button halfway down the page. 

2. The Application Policy section

Once you have accessed the Application Editor for a client, navigate to the Application Policy section. From here, you will be able to select the green 'Win' button at the top of the page. 

Once you have done this, you'll be asked to confirm the client's new situation. Anything that the client will continue to have moving forward should be ticked green, and anything not ticked 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.

Once the client's information is updated and correct, click 'Win Opportunity' at the bottom of the page. This will update:

This will also mean that the Opportunity will be removed from the Pipeline and Opportunities box on the Profile.