The Insurance module in
VisiPlan is used to record the insurance products
owned by your clients. You can add insurance products
and assign them to entities in the client group.
You can also use the proposal section to display
a list of products you are recommending to your
client. These can be added when the client accepts
your recommendation.
The Insurance Plus module is an interface between
VisiPlan and Life Research. It is used to select
insurance products that best fit the needs of
the client.
The Insurance Plus module provides a simple method
for recommending insurance products for a client,
based on information already contained in VisiPlan.
This information is supplemented by additional
information gathered through the Needs Analysis
questionnaires.
The
result of the Needs Analysis is used to recommend
insurance products for the client. This is done
by accessing the 3rd party Life Research software.
