Last updated
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15 November, 2024
| Tip |
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Available to all users with access to the |
Your clients’ current insurance policies are pulled through for a simple view of how they are—or aren’t—covered. In the screenshot example above, it’s easy to see at a glance that Cory has 3 types of cover but is missing trauma cover, while Pam is missing TPD.
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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 on any of the View detail buttons 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 ℹ️ on a policy title expands it to show more policy information:
Clicking ℹ️ on a cover line item expands it to show more cover detail:
The dropdown at the top filters the view to show your client’s or their partner’s detail.
Clicking Back to policy 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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