Client circumstances
Organize the relevant personal and household context for your discussion.
UNDERSTAND BEFORE YOU RECOMMEND
Insurance needs analysis.
A more informed conversation.
Capture the circumstances, existing protection and needs that shape an insurance discussion. Keep the analysis connected to your client information and supporting records.
PRODUCT ILLUSTRATION
The details belong together.
01Client circumstances
02Existing protection
03Needs & discussion
Connected to your client workflow.
BUILT AROUND YOUR INSURANCE WORKFLOW
Useful tools.
Connected to the way you work.
Existing protection
Record the current coverage information needed for the analysis.
Financial considerations
Capture relevant income, obligations and planning considerations.
Protection needs
Use the available analysis workflow to support the conversation.
Supporting records
Keep useful documents and discussion context together.
Professional review
Apply your judgment to the information and any recommendations.
A CLEAR PATH FORWARD
From information to action.
- 01
Understand the situation
- 02
Explore the needs
- 03
Document the discussion
THE REST OF YOUR CONNECTED WORKSPACE
Keep the journey connected.
LET’S LOOK AT YOUR WORKING DAY
See what a connected
insurance practice can look like.
Explore the platform with a Simahi demo.