Your insurance needs slide

Last updated 15 November, 2024

Available to all users with access to the Ready Review deck

Requires Xplan access to Risk Researcher

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.

In the screenshot example above, it’s easy to see at a glance that Cory needs a higher level of cover for all insurance types other than income protection, while Pam needs life insurance and trauma policies and higher TPD and income protection cover.

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

Subslides

Clicking on the View details button navigates to a subslide showing the detail of the recommended policy types for the client and/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 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.

Data

The data for this slide comes from Client Needs and Partner Needs, as well as existing, in Xplan’s Risk Researcher.

Filtering

None.

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 (“Your insurance needs” 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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