Insurance Advice

Use Trail to provide personal risk advice and perform policy reviews

Farran Jonker avatar Nicholas Jennings avatar Angel Chessum avatar +1
22 articles in this collection
Written by Farran Jonker, Nicholas Jennings, Angel Chessum and 1 other
Completing a Full Application

Completing an Insurance 'Fact Find'

The ways you and your client can fill out an insurance fact find
Farran Jonker avatar
Written by Farran Jonker
Updated over a week ago

Gathering Information About your Clients' Situation

Accessing your clients' fact find and needs analysis details
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Written by Farran Jonker
Updated over a week ago

Accessing the Insurance Application Editor

Entering your client's insurance application
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Written by Farran Jonker
Updated over a week ago

Statement of Advice Templates

Making use of different templates to generate Statement of Advice documents
Brodie Hutton avatar
Written by Brodie Hutton
Updated over a week ago

Reviewing your Clients' Existing Insurance

Adding and editing your clients' existing cover
Farran Jonker avatar
Written by Farran Jonker
Updated over a week ago

Writing Provider Research for your Client

Recommending specific insurance providers for your client
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Written by Farran Jonker
Updated over a week ago

Recommending Insurance Cover for your Clients

Using the cover level portal to recommend protection for your clients
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Written by Farran Jonker
Updated over a week ago

Creating an Insurance Statement of Advice

Recommending insurance cover to your clients
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Written by Farran Jonker
Updated over a week ago

Trail's Statement of Advice Editor

Have full control over your Statement of Advice before you download it!
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Written by Farran Jonker
Updated over a week ago

Finalising Insurance Policy Information

Updating the recommended cover to reflect the clients' actual situation
Farran Jonker avatar
Written by Farran Jonker
Updated over a week ago

Winning an Insurance Advice Opportunity

Completing an Opportunity once you have received commission for your client's insurance policy
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Written by Farran Jonker
Updated over a week ago