Last updated
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15 November, 2024
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Available to all users with access to the |
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Requires Xplan access to Note: If you don’t have access to the Risk Researcher Xplan module, but someone else in your practice does (like a paraplanner), they can create the preso with their access, then hand it over to you to present or share with your client. |
This slide is very similar to the current insurance slide, except that it shows where you believe your clients' insurances and policies need to be to cover them adequately.
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Every line item can be expanded to show all the relevant detail as required.
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A subslide will also be created on the fly if you add notes to the slide.
Interactivity
Parent slide:
Clicking the colour-coded play buttons pops open the associated video for the type of insurance:
Clicking
close✖️ closes the video window.Clicking the View details button navigates to a subslide showing all the policy details for the primary client or partner.
You can create actions and notes before, after and even during your meetings:
Subslides:
Clicking on any of the policy titles opens its detail:
Clicking Back to insurance overview navigates back up to the parent slide.
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Your practice admin can set your brand colour in HQ. In the screenshot example above, the light blue used in the header is the brand colour.
Your practice admin can set your practice’s colour palette in PresoManager. In the screenshot examples above, the pink and dark blue are 2 of the 3 the colours in the chosen palette. The palette is also used throughout the deck for charts, entities and asset classes.
Your practice admin can set your practice’s default text for the slide’s heading, footer/disclaimer and introductory text, as well as the subslides' introductory text in PresoManager.
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