Iress ContributorHi Sarah,
Is there any best practice examples on how to show insurance policies (existing and recommended) in an advice document that is easy to understand for the adviser and customer.
Iress ContributorHi raffay.memon.0 - great question! It’s so important to present insurance recommendations in a way that’s easy for both clients and advisers to understand.
One effective approach is to list all insurance policies—both existing and recommended—in a single table, with a clear column for the recommendation (e.g. Hold, Replace, Adjust, Recommend). This provides a simple, consolidated view that shows the complete picture in one place without the need to jump between sections or tables.
If you're using Xplan, there are standard Xmerge codes available to support this layout, which you can find in the Xmerge Code Library on the Iress Community. If you'd like help setting it up, our Tech Services team is available—just raise a request via the Iress Connect Portal using the Xmerge Connect tile (note: there may be a cost for this service).
