Click on images to expand in a new tab
Adding Additional Reasons/Consequences to Super Rollover and/or Insurance
📌Tip
To access this feature, you require Digital Advice access for the Super Rollover and Administrative access for Insurance
Super Rollover.
Go to Client> Digital Advice scenarios > Settings > Super Settings > Justifications > Change.
Selecting the Change button will open the Justification box. Add Reasons and Consequences under Super Rollover in this window.
Select either Consequences or Reasons to add to the list. Select Add New, enter the Reason/Consequences and select the tick box.
📌Note
The Reasons and Consequences added in the Super Settings of one client will reflect in all the clients.
Insurance
Go to Tools> Consequences and Reasons.
Select either Consequences or Reasons under Insurance to add to the list. You can add as many as you like.
You also have the choice of hiding specific consequences and reasons from the lists. Once the Hide tickbox is selected, that particular entry will no longer display in an insurance scenario.
You can add Reasons/Consequences by using the add button available on the top-right corner.
📌Note
Please Add Reason/Consequences for Super Rollover in Digital Advice only, and not in Administrative Tools, and for Insurance add Reason/Consequences in the Administrative Tools.