Content Comparison

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1. Clicking the colour-coded play buttons pops open the associated video for the type of insurance:

   

2. Clicking close ✖️ closes the video window.

3. Clicking on any of the View detail buttons navigates to a subslide showing all the policy details for the primary client or partner.

4. You can create actions and notes before, after and even during your meetings:

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Subslides:

1. Clicking on any of the policy titles opens its detail:
   

   

2. Clicking ℹ️ on a policy title expands it to show more policy information:
   

   

3. Clicking ℹ️ on a cover line item expands it to show more cover detail:
   

   

4. The dropdown at the top filters the view to show your client’s or their partner’s detail.

5. Clicking Back to policy overview navigates back up to the parent slide.

   You can create actions and notes before, after and even during your meetings:

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Data

The data for this slide comes from the existing data in Xplan’s Risk Researcher.

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