Astute’s Insurance Planning Tools provide advisers with an end-to-end process for facilitating Personal Insurance for their clients.
NEEDS ANALYSIS: Guide clients through a comprehensive breakdown of their insurance needs in a professional visual presentation. Clients are quickly engaged in the process and make informed decisions.
STATEMENT OF ADVICE: Your insurance policy research and quotes are generated seamlessly. All client information flows to a document producing wizard, generating your Statement of Advice
Send video email and link to the client.
Review client's About You Questionnaire
Risk needs analysis using Astute Insurance Calculator
Date/time stamped scenario and file note for audit trail and client reviews.
Create and print LOE & authorities for the client to proceed.
Integrated Omnium App for research, quote and product selection
Produce compliant SOA, print and present to client.
Submit Appl. Form. Then Tele-Underwriting or Adviser's normal process.
Our Insurance Planner Software is intuitive, so it’s easy to learn and use. We also have online video tutorials and regularly scheduled webinars to help you quickly get the most out of the software; client engagement, marketing tools, information gathering, meeting tools, research & quoting and SOA production. We also run biannual User Forums in your closest capital city.
However, the client information is on an open architecture system and so with the appropriate API’s this information can be shared with other CRM’s
We provide the following training once you have subscribed:
No, the system is totally web-based and you need to have access to the internet to use it.
Whilst you can use the system on a tablet it was designed for use on a laptop or on a screen in a meeting room. Tablets have limitations in using CSV files, xml files and creating documents.
Yes, there is a 12 month minimum subscription time, after that, you can cancel with three months’ notice.
Yes, we encourage you to save your information as you prepare for and progress through the client meeting.
No – we licence individual users and the client-facing pages clearly identify that user. Any misuse of the licence could lead to the suspension of your licence and/or legal action.
To subscribe to Astute Insurance Planning Software please complete this form and we will contact you within 24 hrs to guide you through the setup process. You can be using the software within 3 business days.