How do I complete the Replacement of Advice?

If you’re recommending your client to replace an existing policy, you will need to complete the Replacement of Advice.

The Replacement Advice option is only visible if you selected to replace the client’s existing policies on the Recommendations wizard page and select the features that will be gained and/or lost as a result of the replacement to the policies.

1. Click on the Actions button on the top right of the Recommendations wizard page --> Replacement Advice

2. This represents the current Insurance Policy that we are recommending to be replaced.

3. Tick the relevant Product, if more than one, that is replacing the current policy.

4. In the Differences in Benefits tab, tick the first box relating to the features being gained and features being lost respectively so all items under those headings are also ticked. If there are any you do not want in the report, simply untick the item individually.

The remaining tab headings does not merge into the Advice Document, only the Differences in Benefits tab.

5. Click Save and Close 

When you are completing the Advice Builder Wizard, on the Proposed Risk Polices page, ensure the Yes Replacing policies is ticked and Detail reasons for replacement field has been amended to suit the Recommendation