Anonymous's avatar
Anonymous
10 months ago

AMA: I'm Brent Muller, Xplan Risk Researcher expert and product manager at Iress, Ask Me Anything!

Do you have a burning question about Risk Researcher in Xplan? Join me here on Tuesday 27th August from 2pm to 2:30pm. With years of experience helping advice professionals streamline risk advice i...
xplan
rainier.reyes's avatar
rainier.reyes
Icon for Advisely Team rankAdvisely Team
10 months ago

Thanks Brent for the AMA!

Just wanted to know how you would efficiently create standard insurance SOAs in Risk Researcher?

Anonymous's avatar
Anonymous
10 months ago

Hi rainier.reyes ,

We include a default SOA as part of Quick Merge within Risk Researcher. This is intended to give an example of layout and content available for the report output.

The default template can be downloaded, with the ability to customise as needed.

Alternatively out Technical Services team are more than happy to assist with customising SOAs.

Thanks

Welcome to this AMA thread!

Here's how to get involved:

  1. Submit your questions: Just type them out and post now ahead of the AMA! This is a text-based event, so no audio or video is needed. The expert will be online to answer whatever questions you have during the scheduled time.
  2. Be respectful: Keep it friendly and professional. Respectful dialogue makes the AMA enjoyable and informative for everyone.
  3. Stay engaged: Feel free to follow up or ask about different topics as the thread goes on. The more you interact, the richer the conversation.
  4. Enjoy the experience: Use this opportunity to gain insights and connect with peers and experts. Let’s make this AMA one to remember!

Looking forward to all your amazing questions and let the asking begin!

Recent Discussions