The Policy Summary not only provides detailed insight into a household's existing policies but can also be used as tool for facilitating conversation about what is missing from the client's insurance portfolio.
When generating a household's Policy Summary, you have the option to personalize the people and/or entities that are included in the PDF version of your report. This allows you to present only the information that is relevant to your client/prospect at your meeting.
To view and generate a household's Policy Summary, follow these steps:
1.Click Reports from the Household progress bar at the top of the page.
2. Click Policy Summary to open the report in presentation mode.
3. Click Change Members to to bring down the list of people/entities you wish to reveal on the report. Select those you wish to include by clicking their names. You may also choose to check or leave off any of the three insurance headings (Life, Disability, Long-term Care)
4. Click PDF to download the IUO version of the report.