Insurance Advice

Introduction to Using Trail for Insurance

Understanding the process to go through

Written by Farran Jonker
Updated over a week ago

Introduction to Insurance Settings

Customising your insurance process to streamline your business

Written by Farran Jonker
Updated over a week ago

Your Gather Information Settings

Updating the client fact find and needs analysis for your business

Written by Farran Jonker
Updated over a week ago

Your Cover Level Settings

Updating the recommended cover levels for your client

Written by Farran Jonker
Updated over a week ago

Your Statement of Advice Settings

Editing the Statement of Advice produced for your business

Written by Farran Jonker
Updated over a week ago

Insurance Disclosure Process

How to manage your new disclosure requirements through Trail's Insurance Process

Written by Nicholas Jennings
Updated over a week ago

Completing an Insurance 'Fact Find'

The ways you and your client can fill out an insurance fact find

Written by Farran Jonker
Updated over a week ago

Gathering Information About your Clients' Situation

Accessing your clients' fact find and needs analysis details

Written by Farran Jonker
Updated over a week ago

Accessing the Insurance Application Editor

Entering your client's insurance application

Written by Farran Jonker
Updated over a week ago

Statement of Advice Templates

Making use of different templates to generate Statement of Advice documents

Written by Brodie Hutton
Updated over a week ago

Reviewing your Clients' Existing Insurance

Adding and editing your clients' existing cover

Written by Farran Jonker
Updated over a week ago

Writing Provider Research for your Client

Recommending specific insurance providers for your client

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

Written by Farran Jonker
Updated over a week ago

Creating an Insurance Statement of Advice

Recommending insurance cover to your clients

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!

Written by Farran Jonker
Updated over a week ago

Finalising Insurance Policy Information

Updating the recommended cover to reflect the clients' actual situation

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

Written by Farran Jonker
Updated over a week ago

Tagging Group Scheme Employees

Ensuring you know which group scheme a Contact is a member of

Written by Farran Jonker
Updated over a week ago

How to manage Group Schemes in Trail

Got clients under their employer's Group Scheme? Here is how to manage this in Trail!

Written by Angel Chessum
Updated over a week ago

Adding Existing Insurance Products to a Profile

Adding and updating your client's current insurance products

Written by Farran Jonker
Updated over a week ago

Creating an Insurance Servicing Opportunity

What happens when a policy approaches its anniversary

Written by Farran Jonker
Updated over a week ago

Completing a Policy Review

Reviewing your client's current insurance

Written by Farran Jonker
Updated over a week ago