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Insurance Advice
Insurance Advice

Use Trail to provide personal risk advice and perform policy reviews

Chuck Slogrove avatarAngel Chessum avatarErica Danielson avatar
By Chuck and 3 others4 authors24 articles
Introduction to Using Trail for Insurance

Unique Insurance Scenarios


Tagging Group Scheme Employees
How to manage Group Schemes in Trail

Insurance Policy Reviews


Adding Existing Insurance Products to a Profile
Creating an Insurance Servicing Opportunity
Completing a Policy Review

Completing a Full Application


Sending an Insurance 'Fact Find'
Gathering Information About your Clients' Situation
Reviewing your Clients' Existing Insurance
Writing Provider Research for your Client
Recommending Insurance Cover for your Clients
Creating an Insurance Statement of Advice
Editing your Statement of Advice
Finalising Insurance Policy Information
Winning an Insurance Advice Opportunity
Statement of Advice Help4 articles

Insurance Settings


Your Insurance Settings
Your Gather Information Settings
Your Cover Level Settings
Your Statement of Advice Settings
Insurance Disclosure Process
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