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Office Hours 09/12/21 - How to produce a Statement of Advice, and editing your Insurance settings
Office Hours 09/12/21 - How to produce a Statement of Advice, and editing your Insurance settings

Everything you need to know about Insurance Advice in Trail, and your Insurance Settings affecting your advice process.

Chuck Slogrove avatar
Written by Chuck Slogrove
Updated over 3 years ago

Apologies for the bad audio this week, unfortunately we only found out after viewing the recording.

Join us at 9:30am every fortnight on a Thursday for our Office Hours where we focus on helping you maximize your usage of Trail and answer any burning questions you have.

In this weeks Office Hours, we covered the following topics:

  • Producing your Nature and Scope of Advice, and Stage 2 Disclosure

  • Reviewing the Fact Find

  • Sending your Needs Analysis, or reviewing it together with your client

  • Advice on Replacement Business

  • Providing Research on Product Providers

  • Producing and editing the Recommended Cover

  • Creating and editing the Statement of Advice

  • Your Insurance Settings

If you need any help outside of Office Hours, here's how you can get in touch.

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