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...
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jaclyn.bazin4's avatar
jaclyn.bazin4
Active Interactor
10 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
10 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

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