What is your #1 efficiency tip for this year?

Are you streamlining client comms? Automating documentation? Updating your compliance process? Whether you are in the midst of planning, or are already in BAU - what is your number one efficiency tip...

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dela.dzadey

Advisely Board

2 years ago

We are looking to automate workflow allocation. This enables our team and practices to see where all jobs are at, as well as remove a very manual process from our admin team! Excited to hear what everyone else has planned!

Recent Discussions

Xmerge coding query
Might be one for you courtney.youngblutt. Can you adapt this code to display the previous month? <:=datetime_merge.format(‘%Y %B’):> (2025 April) Can we make it display 2025 March? I want to ...
luke.watson3
Advisely Contributor
3 hours ago
xplan
13Views
2likes
2Comments
🤓 Xplan Hint: Policy Search
Did you know you can quickly and easily interrogate client insurance policy details using the Policy Search feature in Xplan? Policy search is specifically designed to search across existing insura...
courtney.youngblutt
Iress Contributor
6 hours ago
xplan
13Views
2likes
2Comments
🤓Xplan Hint: Speed up with Xtools+ scenario templates
Did you know you can create your own Xtools+ scenario templates—complete with assumptions, strategies, and even custom labels—ready to apply to multiple clients in seconds? If you find yourself bui...
andrew.wilson
Iress Contributor
16 days ago
xplan
84Views
4likes
3Comments
🤓 Xplan Hint: Shortcut your favourite menu items
Did you know you can add shortcuts to your favourite / most frequently used menu items to the navigation menu in Xplan? We know some menus in Xplan require several clicks to get to - you can create...
courtney.youngblutt
Iress Contributor
16 days ago
xplan
45Views
2likes
0Comments

New year, new Xplan

Xplan is a powerful tool for streamlining your business operations, but its true potential is only unlocked when you take a proactive and methodical approach to using it.

jessica.lamb Xplan Hub

AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!

Do you ever wish there was a way to automate some of your daily routine tasks in Xplan and free up time and work on things that matter? Join me here on Wednesday 30th October from 3pm to 4pm. Exp...

courtney.youngblutt AMA

What is your #1 efficiency tip for this year?

Xmerge coding query

🤓 Xplan Hint: Policy Search

🤓Xplan Hint: Speed up with Xtools+ scenario templates

🤓 Xplan Hint: Shortcut your favourite menu items

New year, new Xplan

AMA: I'm Courtney Youngblutt, Xplan Design Consultant and efficiency expert, Ask Me Anything!