Make considered and appropriate risk decisions for clients with XPLAN Risk Researcher.
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XPLAN Risk Researcher is a web-based, fully interactive risk insurance quotation system, in which advisers determine client risk needs and assess, model and recommend risk solutions.
Preferred and approved product lists (APLs) are defined for individuals or groups at a Life Company or product level.
Determine needs analysis.
XPLAN Risk Researcher delivers annuity style calculations to accurately determine recurring income needs.
For business clients, advisers can reference business economic details and key information on business stakeholders to create a complete picture of the client's needs.
Evaluate risk products objectively
Risk Researcher offers a formal and objective methodology for the evaluation of the various types of risk insurance products. This qualitative analysis allows advisers to:
- view policy extracts for detailed product descriptions
- perform side-by-side comparisons of product features and definitions
- conduct a quick product rating comparisons for a large number of risk products across the market.
Tailor the recommendation process
Risk Researchers Profile Weighting system lets you consider your client's preferences and needs for each evaluated policy provison. Specifying the level of importance for each provision further enhances the integration of client needs and research data.
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Features
- Simple or comprehensive risk assessment
- Analyse, rate and compare policy features and benefits
- Detailed product features.
- Recommendation templates for client insurance scenarios SOAs
- Automated research updates from data providers
- Standard or custom reporting integrates with the sales process
Product: XPLAN Risk Researcher
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"Perform a complete client needs analysis, or just do some quick research."
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