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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.
Advanced 'premium' modelling.
Tools such as medical underwriting comparisons, reverse-style benefit modelling, income protection policy comparisons, and product requirement filters combine with standard modelling functionality to ensure advisers achieve tailored and comprehensive risk assessments.
XPLAN Risk Researcher also allows stepped and level premium comparisons or agreed versus indemnity income protection comparisons.
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.
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Features
- Simple or comprehensive risk assessment
- Live 'Life Office' Quotation connectivity
- Analyse, rate and compare policy features and benefits
- PDS, advisor guides and forms for all superannuation funds
- Reverse-style benefit modelling
- Recommendation templates for client insurance scenarios SOAs
- Automated research updates from data providers
- ISO 9001:2000 Quality Assurance accreditation
Product: XPLAN Risk Researcher
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"Perform a complete client needs analysis, or just do some quick research."
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