Insurance Strategies
Understand how to structure and optimise insurance strategies to provide clients with comprehensive risk protection. This section covers policy selection, premium structuring, ownership options, and tax considerations, ensuring your clients have the right coverage to protect their financial future. 🛡️📑✅
9 articles
Cancel Existing Policy - Insurance Strategy in AdviserLogic Digital AdviceLearn how to use the Cancel Existing Policy Insurance Strategy to recommend the termination of an existing insurance policy.
Digital Advice – Buy New Insurance StrategyLearn how to recommend a new insurance policy using AdviserLogic’s Digital Advice module.
Digital Advice - General Insurance StrategyLearn how to use the General Insurance strategy in AdviserLogic Digital Advice to recommend appropriate property and liability cover.
Children’s Cover Insurance Strategy in AdviserLogic Digital AdviceLearn how to add or recommend children’s insurance cover within an AdviserLogic Digital Advice scenario.
Digital Advice - Key Person (Capital Protection) Insurance StrategyLearn how to use the Key Person (Capital Protection) strategy in AdviserLogic Digital Advice to recommend capital protection insurance for key stakeholders.
Digital Advice - Insurance Strategy – Buy & Replace InsuranceLearn how to use the AdviserLogic Digital Advice Buy & Replace Insurance strategy to recommend replacing existing cover with new policies.
Digital Advice – Insurance Quoting and Comparison ResearchLearn how to run insurance quoting and product comparison within AdviserLogic’s Digital Advice tools.
Digital Advice – Retain, Increase or Decrease an Existing Insurance PolicyLearn how to recommend retaining, increasing or decreasing a client’s existing insurance cover within AdviserLogic’s Digital Advice workflows.
Digital Advice — Key Person (Revenue Protection)Learn how to use the Key Person (Revenue Protection) strategy to recommend insurance that safeguards business income if a key individual can’t work.