Wealth Axis Wizards - Review Report: Insurance Schedule (Individual)
Insurance Schedule (Individual) Overview
The Insurance Schedule provides for simple and effective discussions with your clients about whether their current insurances meets their needs, and the impact should they consider cancelling a policy.
- Insurer, plan name, policy number and policy owner
- Benefit type and sum insured
- Cost and frequency of premiums
- Inception date of the policy
- If the policy is under advice
- Policy details, such as loadings or exclusions, premium structure, waiting and benefit periods, cover type, and other options (e.g. CPI indexation).
The schedule includes a summary of your client’s total level of cover, grouped by risk insurance type (Life, TPD, Trauma and Income Protection).
Furthermore, it is pre-populated with key details of your client’s insurance policies (grouped by life insured), such as:
Did you know that you can also merge Insurance Schedules for groups of clients in bulk? To find out more, in the Zendesk go to Wealth Axis Wizards > Insurance Schedule (Bulk).
How do I merge an Insurance Schedule?
To merge (or generate) an Insurance Schedule:
- Search for and select the master client’s (or entity’s) record.
- Go to Advice Process > Review > Insurance Schedule.
- In the Report Preferences panel, select/enter as required
- Entities to include: All entities, Client and Partner only, This client only.
- Policy statuses to include: Inforce only, All statuses.
- Click Next.
- Click Merge Insurance Schedule.
- The client’s Insurance Schedule will be merged in the background. Click Ok.
- When the client’s Insurance Schedule has been merged, click
to display the new system message.
- Click Download Report to download the merged Insurance Schedule.
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