Try our enhanced financial planning report
Last week we launched our Enhanced Financial Planning Report, previously known as the Pre-Sales Report. Available on the homepage of our secure site, this automated report takes only a matter of minutes to create, is branded with your logo, and can be personalised to suit your clients' needs.
When you run a report, you will notice two changes:
A fresh new look: We've incorporated some fresh colours and updated the content (e.g., award wins, state pension figures).
New document upload facility: Designed to help you promote your business and meet regulatory requirements, you now have the opportunity to upload documents that relate to your business. This is not an exhaustive list, but you could upload Terms of Business, Compliance Documents, Business Profile, FAQ, Product One-pagers, and more! Be sure to set some time aside to think about how best to use this new functionality within your business!
Important Note: This functionality should be used to upload information relating to your business and not policy/customer-specific info. Any documents uploaded to our site that contain policy-specific information will not receive approval for inclusion. All documents uploaded must be below 250KB in size, a 24 hour approval process applies to all documents uploaded.
View a sample report
I've created a sample financial planning report and added some mock documents that you might find useful as part of a sales pack.
A static cover letter (pg1), Financial Planner Bio (pg2), Explainer Document (pg3), Terms of Business (pg21), An FAQ Document (pg23).
You can find these here.
Got ten minutes? Let us show you how it works!
When you have ten minutes today, grab a coffee and let us show you how it works. In this on-demand webinar I showcase how to upload documents and create a Financial Planning report.
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