Ultimate Guide to Risk Researcher
Risk Researcher Course Overview
What is this about?
Risk Researcher is an XPLAN comparison and quoting tool that allows users to compare, quote and research insurance plans.
This lesson provides you a step by step guide on how to complete a Risk recommendation using Risk Researcher within your XPLAN system. A Risk Recommendation should be completed for all clients that are being provided with insurance recommendations within the SOA.
Risk Researcher helps you meet your replacement product advice obligations by automatically identifying the key difference between an existing and replacement insurance policy, provided the correct data is keyed into the system. Risk Researcher is fully integrated into the Wealth Axis SOA templates meaning the work done in Risk Researcher will directly populate the advice documents.
The Risk Researcher tool will be covered in more detail in the XPLAN classroom training. Users are encouraged to view these short webinars prior to attending classroom training.
To access the e-learning modules for this course please click on the following link here.
Fundamentals of Risk Researcher
Fundamentals Risk Researcher Test
To access the training assessment click on the following link here.
Master Risk Researcher
Master Risk Researcher Test
To access the training assessment click on the following link here.
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