Current insurance slide

Last updated 15 November, 2024

Available to all users with access to the Ready Review deck

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.

The detail of Cory’s and Pam’s current policies is available at your fingertips, as are videos about the different types of insurance to help educate your clients.

Subslides

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

Every line item can be expanded to show all the relevant detail as required.

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

Data

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

Filtering

The slide filters out policies in Xplan that have no cover.
The slide only shows current (i.e. inforce) policies. That is, the policy_status of the policy must be marked as inforce.

Datapoints, mapping and usage

LivePreso datapoints	Where is it in Xplan?	API field names	Usage notes

LivePreso datapoints	Where is it in Xplan?	API field names	Usage notes
`Underwriter`	Existing insurances > `Underwriter`	`underwriter`	The expandable policy titles are displayed using the following format: `Underwriter` - `Plan name` (`Policy number`) Example: TAL - TAL Accelerated Plus (12345678)
`Plan name`	Existing insurances > `Plan Name`	`plan_name`
`Policy number`	Existing insurances > `Policy Number`	`policy_number`
`Premium`	Existing insurances > `Total Premium`	`benefit_premium`	The premium amount per `frequency` period. Example: $375.00
`Frequency`	Existing insurances > `Premium Frequency`	`frequency_display`	The frequency of premium payments. Example: Monthly
`Policy owner`	Existing insurances > `Policy owners`	`policy_owners`	The entity that owns the policy. Example: Sabre SMSF
`Beneficiary`	Existing insurances > `Life Insured`	`beneficiaries`	The beneficiary of the policy. Example: Cory Client
`Start date`	Existing insurances > `Issue Date`	`inception_date`	The date the policy started. Example: 11/06/2017
`Policy purpose`	Existing insurances > `Policy Purpose`	`policy_purpose`	The purpose of the policy. Example: Family protection
`Payment method`	Existing insurances > `Payment Method`	`payment_method`	The payment method for the policy. Example: Rollover from Superannuation
`Cover`	Existing insurances > Cover > `Cover`	`covers:cover_type`	The type of insurance cover. Example: Life
`Benefit status`	Existing insurances > Cover > `Policy Status`	`covers:benefit_status`	The status of the cover. Example: Inforce
`Is Super`	Existing insurances > Cover > `Is Super`	`covers:is_super`	Whether the cover is connected to the entity’s superannuation. Example: Yes
`Definition/Type`	Existing insurances > Cover > `Type`	`covers:type`	The definition/type of cover. Example: Own Occupation
`Waiting period`	Existing insurances > Cover > `Waiting Period`	`covers:waiting_period`	The waiting period for the cover. Example: 90 Days
`Sickness period`	Existing insurances > Cover > `Sickness Period`	`covers:sickness_period`	The sickness period for income protection insurance. Example: 1 Year
`Sum insured`	Existing insurances > Cover > [Type] `Sum Insured`	`covers:value:value`	The sum insured (value) of the policy. Example: $1,500,000.00
`Premium structure`	Existing insurances > Cover > `Premium Structure`	`covers:premium_structure`	The premium structure of the policy. Example: Stepped
`Renewal date`	Existing insurances > Cover > `Renewal Date`	`covers:renewal_date`	The renewal date for the policy. Example: 11th June
`Issue status`	Existing insurances > Cover > Secondary > `Issue Status`	`covers:issue_status`	The issue status of the policy. Example: Loading & Exclusion
`Benefit frequency`	Existing insurances > Cover > `Benefit Frequency`	`covers:benefit_frequency`	The frequency of benefit payments. Example: Monthly
`Flexi-linked`	Existing insurances > Cover > `Flexi-Linked`	`covers:flexi_linked`	Whether the cover is flexi-linked for TPD insurance. Example: Yes
`Double TPD`	Existing insurances > Cover > Secondary > `Double TPD`	`covers:double_tpd`	Whether the cover has double TPD. Example: Yes
`Stand Alone`	Existing insurances > Cover > Secondary > `Stand Alone`	`covers:is_stand_alone`	Whether the cover is standalone. Example: No
`Buy Back`	Existing insurances > Cover > Secondary > Buy Back	`covers:buy_back`	Whether the cover includes buy-back. Example: Yes
`Indexed Claim Benefit`	Existing insurances > Cover > Secondary > `Indexed Claim Benefit`	`covers:indexed_claim_benefit`	Whether the cover includes an indexed claim benefit. Example: No
`Accident Period`	Existing insurances > Cover > `Accident/Benefit Period`	`covers:accident_period`	The accident period of the cover. Example: 6 Months
`Accident Short Waiting Period`	Existing insurances > Cover > Secondary > `Accident Short Waiting Period`	`covers:accident_short_wp`	Whether the cover has an accident short waiting period. Example: Yes
`Reinstatement`	Existing insurances > Cover > Secondary > `Reinstatement`	`covers:reinstatement`	Whether the cover includes a reinstatement clause. Example: No
`Exclusions`	Existing insurances > Cover > Comments > `Exclusion Notes`	`covers:exclusion_notes`	The exclusion notes for the cover. Example: No benefit payable for any claim arising while living outside of Australia or New Zealand.

Personalisation options

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.

Prep mode editability

When you open this slide in prep mode you will have the following editing options for your preso:

You can edit the title of the slide (“Current Insurance” by default).
You can edit the slide’s introductory text.
You can edit the subslides' introductory text.

Notes on PDF version

The PDF version of this slide will include a page for the initial overview, followed by as many pages as required to display all of the expanded views for all of the policies:

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