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
Current and best solution0:00
The Presentation Pack sets the client's current position against the best solution you've mapped for them.
Other options0:06
You stay in control. If a different option suits the client better, add it as another candidate for the meeting.
Home0:14
Home looks at the mortgage. What happens if either of them dies or has a critical illness, before and after the policy.
Income0:23
Income rates where they stand now, with their sick pay or any existing income protection, then shows the cover that closes the gap.
Family0:31
Family covers the other life events. A lump sum or a monthly income, support for the children, or any other need you want to present.
Resilience guide0:40
Each scenario has a resilience guide, showing how long their resources last now and how long they'd last with the right cover.
Generating the pack0:49
When the package is ready, generate the pack. The client sees the before and after for their home, income and family, on a few pages they can take away.
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