Anonymous's avatar
Anonymous
12 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
jaclyn.bazin4's avatar
jaclyn.bazin4
Active Interactor
12 months ago

Hi Brent,

With the Like for Like functionality, what is the best way to incorporate the premiums into the Like for Like product?

Are there any plans for future development to automate this from the premium quotes to save advisers time having to source the quote and manually input this?

Thanks
Jackie

Anonymous's avatar
Anonymous
12 months ago

Hi jaclyn.bazin4 ,

Thanks for query.

Unfortunately we are unable to source inforce policy premiums from the Providers, as they are generated and maintained from their internal systems.

We only have access to their new business calculators and rate tables.

If they were to make the inforce premiums available, we would be more than happy to incorporate these into Risk Researcher.

Thanks

Welcome to an AMA thread!

Here's how to get involved:

  1. Submit your questions: 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 AMAs