Insurance recommendations slide
- Aaron Cooper
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 displays an at-a-glance summary of your insurance recommendations for your client and/or their partner, from the Risk Researcher scenario you chose when you made the preso.
The bullet points covering why the recommendations are appropriate are also pulled through and displayed on the “Why it is appropriate” tab:
Subslides
None by default, but a subslide will be created on the fly if you add notes to the slide.
Interactivity
Clicking the tabs navigates to the respective content for your recommendations and why they are appropriate.
You can create actions and notes before, after and even during your meetings:
Data
The data for this slide comes from your chosen Risk Researcher scenario.
Filtering
Policy recommendations are only included on the slide if they have a status of recommend, vary_to_existing, client_requested or cancel.
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 (“Insurance recommendations” by default).
You can edit the slide’s introductory text.
Notes on PDF version
The PDF version of this slide will include as many pages as required to display all of the expanded views for all of the recommendations and appropriateness text.