Adding Protection and Insurance policies via the FactFind
When a client adds a protection policy or any general insurance, the options they have are very limited in terms of only being able to add a valuation. It would be way more useful for them to be able to add key details like the sum assured for example.
- Area of the system
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Comments2
Gareth (G) Thompson
Mar 7, 2025
Just an update to this, we’re going to be building in the ability for consumers to quick-fill plan data, or choose to go down a more “advanced” route where they can submit much more information on plans, if they have it. I reckon that update will solve this :)
John Bowden
Mar 17, 2025
@Gareth (G) Thompson I very much like the idea proposed of client being able to just give limited (non mandatory) info on a plan if that is all they know - however I do think that fundamentally the fields in Plannr for protection are not fit for purpose presently. We need detailed plan specific info such as benefits, guaranteed or reviewable premiums, deferred periods, waiver of premium (to name a few). Not expecting clients to give us this but I am expecting us to be able to record it robustly once we know it. please. 😊