What you will learn in this Article:
Updating a client's information for them (that usually would be done in a Quickform)
How to document this in Trail for your records
Have you got a client that you know would rather not fill out an online Quickform?
The next easiest option is to fill it out on their behalf!
Currently the best way to do what the online Quickform does, is to go to a client's Profile in Trail to update your client's active Position / Fact Find information. You can also document any Q+A you do during this review time on their Profile too.
Step 1 - Profile
Navigate to the client's profile when you're on the phone with them, to their "Position" page:
Step 2 - Updating information
Then you can go through (top to bottom) all the Fact Find sections here, and also any Personal Insurances information.
In each of the sections, click into the tiles for further information to check with your client that it's up to date / ask if there's any changes here.
Step 3 - Record-keeping
You can then download the Statement of Position as a PDF (green cloud button) of your client's updated position.
Then you can even email a copy of this PDF (using the blue button) to your clients to get approval that this is indeed their most up to date position.
Note: This won't be the exact same as a Quickform PDF (which shows what's changed), but it does provide a record of their most up to date information.
Step 4 - Further Advice
You can also end your meeting with some further questions around their understanding of their insurances, for any need for further advice or whether they are looking to buy/lend in the near future. You then can document their answers in the email you send in Step 3, or as a Note on their profile:
If you have further questions, feel free to email us at support@gettrail.com!