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Overview
This feature allows you to save the list of insurers and products, making the insurance research tool more efficient and improving your quoting experience.
Use this option to adjust the commission setting for all quotes for the adviser setting them. Please note this option only affects the Adviser and their clients and not all advisers in the practice.
⚠️Important
Support logins have read-only access to scenarios and cannot create or edit them. In addition, Support logins do not have access to Advice Tools. Only users with the Paraplanner or Adviser role can access Advice Tools and create or edit Digital Advice scenarios.
Edit Insurers
From within the Digital Advice Tools, go to the Insurance Quoting screen.
Select the Options button from the top right corner, then select Included Insurers and Products.
Select the products and insurers to appear in the research results.
Save the settings for all quotes by checking Apply these settings to all quotes and Update. Products and insurers that are not selected will be excluded from all research results in subsequent research.
📌Note
Not checking Apply these settings to all quotes will apply the setting to the current quote only.
Show Retail Products Only
To set Retail Products Only as a default, go to Options > Risklogic Defaults > Policy Defaults tab
Change Show Retail Products Only to Yes and Save.
