Advice Designer accommodates the import of Risk Researcher scenario research data from any Xplan site.
Once imported, scenario data can be reviewed and included in your plan and merged into your Advice Document and Advice Presentation.
View Risk Researcher Scenario
In the Plan Authoring, once a Risk Researcher scenario has been imported. Any user, regardless of their Xplan licenses, can view the Scenario data.
Click on the vertical ellipse icon "⋮", inline with the scenario you wish to view.
Select View Scenario
💡Note: The Advice Tools (Risk Researcher, WealthSolver & Xtools+), once imported, are purely viewable and cannot be edited in Advice Designer.
View the policy specifics
Within the scenario:
Click on the "+" icon to expand the policy details
View the policy details
Within the scenario:
Click on the vertical ellipse icon "⋮", in line with the policy
Select View Details
The pop-up window will contain the Product Details,
including Details:
Cover:
and Fees:
View Replacement Advice
Within the scenario:
Click on the vertical ellipse icon "⋮", in line with the recommended policy
Select Replacement Advice
The pop-up window will contain the Replacement Advice for the recommended policy
💡Note: Replacement Advice Recommendation is merged in the advice documents and not reflected in the Plan Presentation
View Replacement of Product Research (and include in Presentation)
Within the Research Chevron > Insurance tab:
Click on the vertical ellipse icon "⋮", inline with the scenario.
Select View Replacement
Depending on the Risk Researcher scenario, including Replacement
The pop-up window will contain the Replacement Advice for the proposal, reflecting tabs for the client and/or partner
Tick the Include insurance replacement of product in presentation box for inclusion in the Plan Presentation
Click Save
💡Note: Replacement Advice Research will automatically be included if set as a default preference in the workspace
View Like for Like Research (and include in Presentation)
Within the Research Chevron > Insurance tab:
Click on the vertical ellipse icon "⋮", inline with the scenario.
Select View Like for Like
Depending on the modelling
The pop-up window will contain the Like for Like comparison
Tick the Include insurance like for like in presentation box for inclusion in the Plan Presentation
Click Save
💡Note: Like for Like Research will automatically be included if set as a default preference in the workspace
View Alternatives
Within the Research Chevron > Insurance tab:
Click on the vertical ellipse icon "⋮", inline with the scenario.
Select View Alternatives
The pop-up window will contain the Alternative comparison for the proposal, reflecting tabs for the client and/or partner
View Reports
Within the Research Chevron > Insurance tab:
Click on the vertical ellipse icon "⋮", inline with the scenario.
Select View Reports
The pop-up window will contain the Reports for each recommended policy
Click on the vertical ellipse icon "⋮" inline with the report you wish to extract.
Click Download
🥇TIP: Download your Research Reports to attach to the Support Documents section
View Needs Analysis and Commentary (and include in Document/Presentation)
Within the Research Chevron > Insurance tab:
Click on the vertical ellipse icon "⋮", inline with the scenario.
Select View Needs Analysis
The pop-up window will contain the Needs Analysis, reflecting tabs for the client and/or partner
Tick/untick the box Include Table in Document/Include Table in Presentation
Tick/untick the box Add Commentary/Include Commentary in Presentation
Click Save
🥇TIP: Quick Text templates can be created to add commonly used Needs Analysis commentary:
Refresh a Scenario
When data changes occur in a Risk Researcher scenario, within Xplan, that has already been imported into Advice Designer, you can simply refresh the information in Advice Designer to update all research—no need to start over with a new import.
💡Note: To refresh a scenario within Advice Designer, a user will need to have access to Risk Researcher in Xplan.
Click on the vertical ellipse icon "⋮" inline with the scenario you wish to refresh.
Click Refresh Scenario
Import an alternative/addition Risk Researcher Scenario into an existing plan
Within the Plan Authoring, click on the vertical ellipse icon "⋮"
Select to import Insurance Research
Select the Xplan site to import from and click Next
Select the Scenario/s you wish to import and click Import
You will be notified when the scenario has been imported
🥇TIP: Notifications are interactive - clicking on the notification will redirect you to the plan where the scenario has been imported
Remove a Risk Researcher Scenario from the Plan & Presentation
When an imported Risk Researcher scenario is no longer relevant, it can simply be excluded from the advice document and plan presentation.
Within the Research Chevron
Within the Insurance tab
Untick the Include in Plan box in line with the scenario you wish to exclude.
