See how RiskMapped works

What it is for0:00

The Protection Snapshot is a quick one-page view of where your client stands today, before any advice. It uses the fact find and the cover already in place, so you can send it before a meeting or hand it to an introducer.

Choosing and generating0:15

Choose it on the Reports tab. It takes your firm name and contact details from your account. Generate it, and the top of the page sets out income, mortgage, savings and dependants.

Home0:28

Home shows whether the mortgage would be cleared if either of them died or became critically ill. Here, the life cover ends a year before the mortgage, and there's no critical illness cover.

Income0:39

Income looks at sick pay and existing cover for each of them. If Alex couldn't work, the household would still be £708 a month short.

Family0:50

Family checks life and critical illness cover against five years of income. The Morgans have none.

Review and contact details0:56

The last section lists areas worth reviewing, with your name, phone and email for booking a full review.

Saved on the case1:04

Each snapshot is saved on the case, so you can view or print the exact PDF again later.