Develop new skill sets and improve your productivity with our wide selection of XPLAN training videos.

General

How to navigate XPLAN
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Create a new client & capture insurance information
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How to reset your password in XPLAN
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How to navigate user dashboards in XPLAN
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How to use the Outlook Plugin 
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Navigating policy schedules
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Advice

How to search
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Create email and SMS templates 
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An overview of tasks and notes
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How to capture cashflow, assets and liabilities
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Financial planning

Create a risk financial needs analysis
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How to use the retirement planning tools 
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