Financial planning software. Astute Financial Planner


Insurance Planning Software

Information gathering, client education, needs analysis, research, comparison quoting and SOA production – all in one.

Setting a new standard for financial planners and insurance advice specialists

Astute Insurance Planner

One hour insurance advice is now a reality with powerful, easy-to-use Insurance Planning Software

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

Step 1: Meeting preparation

Create client and gather information. Admin setup and clients spend 20-30 minutes at home.

Create client

Start workflow

Create client - Astute Insurance Planner
Gather information

Send video email and link to the client.

Gather Information - Astute Insurance Planner
Client fact find

Review client's About You Questionnaire

Client Fact Find - Astute Insurance Planner

Step 2: Client meeting & engagement

Insurance needs analysis is completed with the client and takes 20-30 minutes.

Risk Needs Analysis

Risk needs analysis using Astute Insurance Calculator

Risk Needs Analysis - Astute Insurance Planner
Save data for SOA

Date/time stamped scenario and file note for audit trail and client reviews.

Save data for SOA - Astute Insurance Planner
Client engagement

Create and print LOE & authorities for the client to proceed.

CLIENT ENGAGEMENT Create and print LOE + ATP for client to sign

Step 3: Advice preparation & implementation

Risk research and produce SOA takes Adviser/Paraplanner approximately 20 minutes.

Risk Research

Integrated Omnium App for research, quote and product selection

RISK RESEARCH Integrated Omnium App for research, quote and product selection
SOA Wizard

Produce compliant SOA, print and present to client.

SOA WIZARD Produce compliant SOA, print and present to client
Implementation

Submit Appl. Form. Then Tele-Underwriting or Adviser's normal process.

IMPLEMENTATION Submit Appl. Form. Then Tele-Underwriting or Adviser’s normal process

Insurance Planner Tools & Calculators


Insurance Planner Training

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.

Insurance Planning Software - Astute Insurance Planner training

FAQs

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:

  1. Training videos
  2. Webinars
  3. User forum training – in major cities every 6 months
  4. One day workshops

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.

Insurance Planner Enquiry

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.

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