Streamlining the production of SOAs

I resonate with so much in this article. I agree 100% with this comment “If you go to a doctor, you don’t expect them to go through every single health issue, they aren’t giving you a document on every virus and why they ruled them out. None of us want that and it’s the exact same for clients that come to advisers,”

I am looking forward to hearing some tips from our Advisely community. 

When it comes to producing SOAs via XPLAN, my number 1 tip is to ensure all the work you complete through XPLAN, feeds through automatically into your SOA document.

For example, if you have completed a recommendation in Risk Researcher, all relevant information relating to that recommendation should come through into the SOA. You should get the recommended level of cover, the premium amounts payable and the commission payable to the adviser. 

The power of a well-coded template, run via a well-crafted XPLAN wizard is key to streamlining your SOA production.