See how RiskMapped works
Short guides to the main parts of RiskMapped, from the first fact find to the Application Report and the reviews that follow. Every case you see uses fictional client data.
Read the transcript
Consumer Duty0:00
Consumer Duty expects you to keep in touch with clients and avoid foreseeable harm. That's what the RiskMapped dashboard is for.
Pipeline0:08
The pipeline shows where each case has got to, from the fact-find through to cover on risk.
Protection gaps0:14
Protection gaps count the active cases that are missing cover. Ten of these have no income protection.
Cover to chase0:21
Cover that's been agreed but isn't on risk yet is listed oldest first, so you know who to chase.
Deferred and declined0:28
Anything a client deferred or declined is kept by need area, ready for the next review.
Reviewing a case0:34
The Whitfields deferred their family cover. Since then, Tom has changed jobs. Open their case, update his income, and the figures recalculate straight away.
Protection Snapshot0:52
Then send them a one-page Protection Snapshot of where they stand today, family gap included.
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