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
Seeing the gaps0:00
On a busy day, it's hard to see quickly where a client's protection falls short, or to show them.
Importing a fact find0:07
RiskMapped works from the facts you already hold. Connect your AI assistant and it can import an existing fact find for you to check.
Protection Snapshot0:16
Start with the Protection Snapshot. One page on the client's home, income and family cover as it stands today.
Rating existing policies0:23
Then review the policies they already have. Each need area is rated red, amber or green, so the shortfalls are easy to spot.
Resilience0:33
Resilience shows what would happen today if someone died, became seriously ill or couldn't work. For each event you can see how long their savings and cover would last, and how far short that leaves them.
Agreeing a solution0:46
From there, you agree a solution with the client and put the cover in place. Every decision is logged as you go, so your audit trail is ready when the file is checked.
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